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 3-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 | $16,491 | $114,381-85.6% | $107,525-84.7% | $142,382-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.63% | 242.71%-235.1pp | 181.32%-173.7pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,830 | $4,015-29.5% | $3,754-24.6% | $4,299-34.2% |
| Participant deferral / active EE | $6,634 | $5,564+19.2% | $5,116+29.7% | $6,507+2.0% |
| Admin fee / account holder | $4,647 | $9,860-52.9% | $8,919-47.9% | $12,624-63.2% |