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 | $19,010 | $70,756-73.1% | $65,493-71.0% | $142,382-86.6% |
| Participation rate | 84.6% | 77.4%+7.2pp | 73.1%+11.5pp | 80.1%+4.5pp |
| Annual return | 1.93% | 1754.89%-1753.0pp | 982.45%-980.5pp | 217.08%-215.1pp |
| Employer contribution / active EE | $668 | $2,881-76.8% | $2,574-74.0% | $4,299-84.5% |
| Participant deferral / active EE | $2,351 | $4,637-49.3% | $3,961-40.6% | $6,507-63.9% |
| Admin fee / account holder | $487 | $6,559-92.6% | $5,028-90.3% | $12,624-96.1% |