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 9-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 | $15,378 | $74,888-79.5% | $71,209-78.4% | $142,382-89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.37% | 345.14%-341.8pp | 282.51%-279.1pp | 217.08%-213.7pp |
| Employer contribution / active EE | $2,080 | $2,854-27.1% | $2,721-23.5% | $4,299-51.6% |
| Participant deferral / active EE | $6,877 | $4,454+54.4% | $4,175+64.7% | $6,507+5.7% |
| Admin fee / account holder | $1,293 | $5,568-76.8% | $5,349-75.8% | $12,624-89.8% |