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 10-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 | $27,476 | $104,907-73.8% | $84,611-67.5% | $152,861-82.0% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.4%+12.0pp |
| Annual return | 3.41% | 373.79%-370.4pp | 258.74%-255.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $4,497 | $3,302+36.2% | $2,652+69.6% | $4,762-5.6% |
| Participant deferral / active EE | $2,056 | $4,688-56.1% | $3,899-47.3% | $5,850-64.8% |
| Admin fee / account holder | $361 | $6,241-94.2% | $4,912-92.6% | $11,596-96.9% |