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 | $13,414 | $114,381-88.3% | $107,525-87.5% | $142,382-90.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.62% | 242.71%-236.1pp | 181.32%-174.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $3,074 | $4,015-23.4% | $3,754-18.1% | $4,299-28.5% |
| Participant deferral / active EE | $3,616 | $5,564-35.0% | $5,116-29.3% | $6,507-44.4% |
| Admin fee / account holder | $557 | $9,860-94.4% | $8,919-93.8% | $12,624-95.6% |