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 | $20,573 | $177,572-88.4% | $154,803-86.7% | $142,382-85.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.74% | 65.07%-62.3pp | 58.88%-56.1pp | 217.08%-214.3pp |
| Employer contribution / active EE | $3,353 | $4,810-30.3% | $4,305-22.1% | $4,299-22.0% |
| Participant deferral / active EE | $6,750 | $6,272+7.6% | $5,540+21.8% | $6,507+3.7% |
| Admin fee / account holder | $649 | $16,786-96.1% | $14,329-95.5% | $12,624-94.9% |