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 | $15,392 | $114,381-86.5% | $107,525-85.7% | $142,382-89.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.54% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,203 | $4,015-70.0% | $3,754-68.0% | $4,299-72.0% |
| Participant deferral / active EE | $9,894 | $5,564+77.8% | $5,116+93.4% | $6,507+52.0% |
| Admin fee / account holder | $10,618 | $9,860+7.7% | $8,919+19.1% | $12,624-15.9% |