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 | $14,368 | $106,515-86.5% | $96,683-85.1% | $139,434-89.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.80% | 38.43%-33.6pp | 35.69%-30.9pp | 372.94%-368.1pp |
| Employer contribution / active EE | $2,405 | $4,103-41.4% | $3,737-35.6% | $4,751-49.4% |
| Participant deferral / active EE | $6,357 | $5,454+16.5% | $4,878+30.3% | $6,710-5.3% |
| Admin fee / account holder | $306 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |