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 | $27,990 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.62% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.7pp |
| Employer contribution / active EE | $4,644 | $5,313-12.6% | $4,672-0.6% | $4,660-0.3% |
| Participant deferral / active EE | $8,591 | $6,462+32.9% | $5,626+52.7% | $6,688+28.5% |
| Admin fee / account holder | $3,157 | $19,313-83.7% | $15,912-80.2% | $13,397-76.4% |