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 | $43,937 | $74,888-41.3% | $71,209-38.3% | $142,382-69.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 10.52% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,362 | $2,854-17.2% | $2,721-13.2% | $4,299-45.1% |
| Participant deferral / active EE | $7,998 | $4,454+79.6% | $4,175+91.6% | $6,507+22.9% |
| Admin fee / account holder | $1,535 | $5,568-72.4% | $5,349-71.3% | $12,624-87.8% |