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 | $13,563 | $96,305-85.9% | $80,569-83.2% | $139,434-90.3% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 8.06% | 1350.08%-1342.0pp | 935.43%-927.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,563 | $3,262-52.1% | $2,723-42.6% | $4,751-67.1% |
| Participant deferral / active EE | $1,142 | $5,232-78.2% | $4,447-74.3% | $6,710-83.0% |
| Admin fee / account holder | $17,664 | $6,599+167.7% | $5,377+228.5% | $11,403+54.9% |