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 | $47,003 | $154,228-69.5% | $145,433-67.7% | $137,256-65.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -1.00% | 74.59%-75.6pp | 66.58%-67.6pp | 220.34%-221.3pp |
| Employer contribution / active EE | $2,664 | $4,804-44.6% | $4,554-41.5% | $4,156-35.9% |
| Participant deferral / active EE | $12,213 | $8,216+48.6% | $7,897+54.7% | $6,407+90.6% |
| Admin fee / account holder | $7,026 | $14,344-51.0% | $13,129-46.5% | $12,270-42.7% |