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 | $13,776 | $74,888-81.6% | $71,209-80.7% | $142,382-90.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 2.07% | 345.14%-343.1pp | 282.51%-280.4pp | 217.08%-215.0pp |
| Employer contribution / active EE | $2,631 | $2,854-7.8% | $2,721-3.3% | $4,299-38.8% |
| Participant deferral / active EE | $5,036 | $4,454+13.1% | $4,175+20.6% | $6,507-22.6% |
| Admin fee / account holder | $1,338 | $5,568-76.0% | $5,349-75.0% | $12,624-89.4% |