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 | $20,982 | $126,574-83.4% | $106,213-80.2% | $145,922-85.6% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 7.69% | 224.79%-217.1pp | 116.14%-108.4pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,923 | $3,730-48.4% | $3,171-39.4% | $4,660-58.7% |
| Participant deferral / active EE | $4,650 | $5,724-18.8% | $5,016-7.3% | $6,688-30.5% |
| Admin fee / account holder | $977 | $17,304-94.4% | $11,033-91.1% | $13,397-92.7% |