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 7-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 | $33,230 | $217,402-84.7% | $185,823-82.1% | $167,490-80.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.01% | 148.36%-148.4pp | 122.05%-122.0pp | 478.56%-478.5pp |
| Employer contribution / active EE | $10,524 | $5,873+79.2% | $5,167+103.7% | $4,837+117.5% |
| Participant deferral / active EE | $3,250 | $6,356-48.9% | $5,568-41.6% | $6,341-48.7% |
| Admin fee / account holder | $878 | $19,811-95.6% | $16,237-94.6% | $12,309-92.9% |