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 | $20,050 | $58,927-66.0% | $76,817-73.9% | $72,985-72.5% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 14.08% | 2305.64%-2291.6pp | 1166.11%-1152.0pp | 81.00%-66.9pp |
| Employer contribution / active EE | $1,078 | $1,787-39.6% | $2,302-53.2% | $2,440-55.8% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,515 | $4,013-37.3% | $6,420-60.8% | $5,124-50.9% |