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 | $27,901 | $150,187-81.4% | $120,354-76.8% | $145,922-80.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.19% | 154.07%-147.9pp | 107.15%-101.0pp | 561.29%-555.1pp |
| Employer contribution / active EE | $3,200 | $4,348-26.4% | $3,463-7.6% | $4,660-31.3% |
| Participant deferral / active EE | $3,200 | $6,173-48.2% | $4,991-35.9% | $6,688-52.2% |
| Admin fee / account holder | $517 | $12,207-95.8% | $9,423-94.5% | $13,397-96.1% |