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 | $24,413 | $114,381-78.7% | $107,525-77.3% | $142,382-82.9% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 11.31% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,227 | $4,015-44.5% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $3,251 | $5,564-41.6% | $5,116-36.4% | $6,507-50.0% |
| Admin fee / account holder | $1,828 | $9,860-81.5% | $8,919-79.5% | $12,624-85.5% |