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 | $18,766 | $58,208-67.8% | $81,812-77.1% | $80,856-76.8% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | -0.81% | 41.66%-42.5pp | 773.79%-774.6pp | 35.59%-36.4pp |
| Employer contribution / active EE | $2,144 | $2,340-8.4% | $2,912-26.4% | $2,755-22.2% |
| Participant deferral / active EE | $981 | $3,281-70.1% | $4,319-77.3% | $4,296-77.2% |
| Admin fee / account holder | $12,174 | $4,981+144.4% | $7,386+64.8% | $6,918+76.0% |