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 3-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 | $17,683 | $70,756-75.0% | $65,493-73.0% | $142,382-87.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.66% | 1754.89%-1744.2pp | 982.45%-971.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,572 | $2,881-45.4% | $2,574-38.9% | $4,299-63.4% |
| Participant deferral / active EE | $2,312 | $4,637-50.1% | $3,961-41.6% | $6,507-64.5% |
| Admin fee / account holder | $381 | $6,559-94.2% | $5,028-92.4% | $12,624-97.0% |