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 4-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 | $39,913 | $180,749-77.9% | $160,784-75.2% | $137,256-70.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.50% | 2234.46%-2234.0pp | 1803.92%-1803.4pp | 220.34%-219.8pp |
| Employer contribution / active EE | $3,242 | $4,155-22.0% | $3,733-13.1% | $4,156-22.0% |
| Participant deferral / active EE | $9,482 | $6,844+38.5% | $6,293+50.7% | $6,407+48.0% |
| Admin fee / account holder | $5,403 | $10,397-48.0% | $9,717-44.4% | $12,270-56.0% |