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 | $8,248 | $88,751-90.7% | $81,812-89.9% | $145,922-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.23% | 1025.40%-1018.2pp | 773.79%-766.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,013 | $3,083-67.1% | $2,912-65.2% | $4,660-78.3% |
| Participant deferral / active EE | $2,685 | $4,643-42.2% | $4,319-37.8% | $6,688-59.9% |
| Admin fee / account holder | $462 | $8,415-94.5% | $7,386-93.7% | $13,397-96.6% |