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 | $13,003 | $180,749-92.8% | $160,784-91.9% | $137,256-90.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.11% | 2234.46%-2225.4pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $5,096 | $4,155+22.6% | $3,733+36.5% | $4,156+22.6% |
| Participant deferral / active EE | $5,096 | $6,844-25.5% | $6,293-19.0% | $6,407-20.5% |
| Admin fee / account holder | $19,702 | $10,397+89.5% | $9,717+102.8% | $12,270+60.6% |