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 5-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 | $8,416 | $100,773-91.6% | $88,946-90.5% | $142,382-94.1% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 3.65% | 70.18%-66.5pp | 57.82%-54.2pp | 217.08%-213.4pp |
| Employer contribution / active EE | $1,672 | $2,918-42.7% | $2,555-34.6% | $4,299-61.1% |
| Participant deferral / active EE | $4,009 | $5,230-23.4% | $4,581-12.5% | $6,507-38.4% |
| Admin fee / account holder | $5,444 | $9,693-43.8% | $8,261-34.1% | $12,624-56.9% |