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 | $11,742 | $111,754-89.5% | $103,333-88.6% | $145,922-92.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 6.37% | 24.77%-18.4pp | 24.88%-18.5pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,481 | $4,212-64.8% | $3,868-61.7% | $4,660-68.2% |
| Participant deferral / active EE | $2,346 | $5,619-58.3% | $5,057-53.6% | $6,688-64.9% |
| Admin fee / account holder | $4,934 | $9,750-49.4% | $8,355-40.9% | $13,397-63.2% |