See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,270 | $180,749-74.4% | $160,784-71.2% | $137,256-66.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 5.85% | 2234.46%-2228.6pp | 1803.92%-1798.1pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,584 | $4,155-61.9% | $3,733-57.6% | $4,156-61.9% |
| Participant deferral / active EE | $4,157 | $6,844-39.3% | $6,293-33.9% | $6,407-35.1% |
| Admin fee / account holder | $77,310 | $10,397+643.6% | $9,717+695.6% | $12,270+530.1% |