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 6-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 | $30,508 | $159,901-80.9% | $146,958-79.2% | $145,922-79.1% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 0.45% | 98.13%-97.7pp | 418.34%-417.9pp | 561.29%-560.8pp |
| Employer contribution / active EE | $2,607 | $5,286-50.7% | $4,933-47.2% | $4,660-44.1% |
| Participant deferral / active EE | $3,773 | $8,428-55.2% | $8,070-53.2% | $6,688-43.6% |
| Admin fee / account holder | $706 | $15,044-95.3% | $12,998-94.6% | $13,397-94.7% |