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 | $11,554 | $88,751-87.0% | $81,812-85.9% | $145,922-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.15% | 1025.40%-1018.2pp | 773.79%-766.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,107 | $3,083-31.7% | $2,912-27.7% | $4,660-54.8% |
| Participant deferral / active EE | $3,353 | $4,643-27.8% | $4,319-22.4% | $6,688-49.9% |
| Admin fee / account holder | $616 | $8,415-92.7% | $7,386-91.7% | $13,397-95.4% |