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 10-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 | $15,056 | $90,503-83.4% | $78,689-80.9% | $273,961-94.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.16% | 75.60%-76.8pp | 62.18%-63.3pp | 41.45%-42.6pp |
| Employer contribution / active EE | $918 | $3,176-71.1% | $2,851-67.8% | $4,869-81.2% |
| Participant deferral / active EE | $2,764 | $3,901-29.2% | $3,517-21.4% | $5,287-47.7% |
| Admin fee / account holder | $730 | $5,263-86.1% | $4,510-83.8% | $10,132-92.8% |