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 5-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 | $15,471 | $96,305-83.9% | $80,569-80.8% | $139,434-88.9% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 0.09% | 1350.08%-1350.0pp | 935.43%-935.3pp | 372.94%-372.8pp |
| Employer contribution / active EE | $922 | $3,262-71.7% | $2,723-66.1% | $4,751-80.6% |
| Participant deferral / active EE | $5,619 | $5,232+7.4% | $4,447+26.3% | $6,710-16.3% |
| Admin fee / account holder | $506 | $6,599-92.3% | $5,377-90.6% | $11,403-95.6% |