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 | $18,526 | $177,572-89.6% | $154,803-88.0% | $142,382-87.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.26% | 65.07%-61.8pp | 58.88%-55.6pp | 217.08%-213.8pp |
| Employer contribution / active EE | $3,067 | $4,810-36.2% | $4,305-28.8% | $4,299-28.7% |
| Participant deferral / active EE | $5,000 | $6,272-20.3% | $5,540-9.8% | $6,507-23.2% |
| Admin fee / account holder | $574,671 | $16,786+3323.6% | $14,329+3910.5% | $12,624+4452.3% |