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 6-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 | $31,077 | $159,901-80.6% | $146,958-78.9% | $145,922-78.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.34% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,336 | $5,286-55.8% | $4,933-52.7% | $4,660-49.9% |
| Participant deferral / active EE | $7,892 | $8,428-6.4% | $8,070-2.2% | $6,688+18.0% |
| Admin fee / account holder | $406 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |