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 | $12,049 | $74,888-83.9% | $71,209-83.1% | $142,382-91.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.49% | 345.14%-336.6pp | 282.51%-274.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,682 | $2,854-41.1% | $2,721-38.2% | $4,299-60.9% |
| Participant deferral / active EE | $2,534 | $4,454-43.1% | $4,175-39.3% | $6,507-61.1% |
| Admin fee / account holder | $13,998 | $5,568+151.4% | $5,349+161.7% | $12,624+10.9% |