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 | $24,785 | $74,888-66.9% | $71,209-65.2% | $142,382-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.70% | 345.14%-338.4pp | 282.51%-275.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $5,267 | $2,854+84.5% | $2,721+93.6% | $4,299+22.5% |
| Participant deferral / active EE | $5,606 | $4,454+25.8% | $4,175+34.3% | $6,507-13.9% |
| Admin fee / account holder | $2,757 | $5,568-50.5% | $5,349-48.5% | $12,624-78.2% |