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 | $36,792 | $74,888-50.9% | $71,209-48.3% | $142,382-74.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.18% | 345.14%-336.0pp | 282.51%-273.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,717 | $2,854-4.8% | $2,721-0.2% | $4,299-36.8% |
| Participant deferral / active EE | $3,105 | $4,454-30.3% | $4,175-25.6% | $6,507-52.3% |
| Admin fee / account holder | $2,017 | $5,568-63.8% | $5,349-62.3% | $12,624-84.0% |