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 6-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 | $30,698 | $217,402-85.9% | $185,823-83.5% | $167,490-81.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.01% | 148.36%-148.3pp | 122.05%-122.0pp | 478.56%-478.5pp |
| Employer contribution / active EE | $1,694 | $5,873-71.2% | $5,167-67.2% | $4,837-65.0% |
| Participant deferral / active EE | $10,439 | $6,356+64.2% | $5,568+87.5% | $6,341+64.6% |
| Admin fee / account holder | $467 | $19,811-97.6% | $16,237-97.1% | $12,309-96.2% |