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 9-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 | $21,624 | $100,852-78.6% | $90,404-76.1% | $158,922-86.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.39% | 1724.20%-1722.8pp | 1293.02%-1291.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,528 | $3,689-31.5% | $3,262-22.5% | $4,761-46.9% |
| Participant deferral / active EE | $3,840 | $4,348-11.7% | $3,963-3.1% | $5,982-35.8% |
| Admin fee / account holder | $2,722 | $6,501-58.1% | $5,611-51.5% | $11,246-75.8% |