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 | $21,409 | $159,602-86.6% | $150,045-85.7% | $142,382-85.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.51% | 70.24%-64.7pp | 62.55%-57.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $2,870 | $4,961-42.1% | $4,693-38.8% | $4,299-33.2% |
| Participant deferral / active EE | $3,058 | $8,310-63.2% | $7,997-61.8% | $6,507-53.0% |
| Admin fee / account holder | $33,972 | $14,846+128.8% | $13,435+152.9% | $12,624+169.1% |