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 10-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 | $5,658 | $68,097-91.7% | $62,929-91.0% | $137,256-95.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 2.77% | 1859.11%-1856.3pp | 1063.93%-1061.2pp | 220.34%-217.6pp |
| Employer contribution / active EE | $882 | $2,811-68.6% | $2,505-64.8% | $4,156-78.8% |
| Participant deferral / active EE | $2,308 | $4,553-49.3% | $3,888-40.7% | $6,407-64.0% |
| Admin fee / account holder | $9,598 | $6,521+47.2% | $5,065+89.5% | $12,270-21.8% |