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 | $39,834 | $88,710-55.1% | $81,783-51.3% | $145,959-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.35% | 1027.26%-1020.9pp | 775.05%-768.7pp | 561.95%-555.6pp |
| Employer contribution / active EE | $2,236 | $3,083-27.5% | $2,913-23.2% | $4,661-52.0% |
| Participant deferral / active EE | $7,843 | $4,645+68.9% | $4,320+81.5% | $6,689+17.3% |
| Admin fee / account holder | $895 | $8,407-89.4% | $7,380-87.9% | $13,398-93.3% |