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 | $41,053 | $99,877-58.9% | $84,966-51.7% | $145,922-71.9% |
| Participation rate | 73.3% | 74.1%-0.8pp | 67.5%+5.8pp | 80.3%-6.9pp |
| Annual return | 2.73% | 83.76%-81.0pp | 66.38%-63.6pp | 561.29%-558.6pp |
| Employer contribution / active EE | $1,947 | $3,231-39.7% | $2,727-28.6% | $4,660-58.2% |
| Participant deferral / active EE | $7,462 | $5,291+41.0% | $4,519+65.1% | $6,688+11.6% |
| Admin fee / account holder | $2,496 | $7,248-65.6% | $6,149-59.4% | $13,397-81.4% |