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 | $51,707 | $72,400-28.6% | $67,502-23.4% | $145,922-64.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 0.18% | 7182.46%-7182.3pp | 3512.12%-3511.9pp | 561.29%-561.1pp |
| Employer contribution / active EE | $1,168 | $3,069-61.9% | $2,731-57.2% | $4,660-74.9% |
| Participant deferral / active EE | $4,312 | $4,783-9.9% | $4,000+7.8% | $6,688-35.5% |
| Admin fee / account holder | $602 | $5,539-89.1% | $3,998-84.9% | $13,397-95.5% |