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 | $25,484 | $63,703-60.0% | $93,063-72.6% | $82,448-69.1% |
| Participation rate | 97.1% | 63.8%+33.2pp | 72.1%+24.9pp | 68.1%+29.0pp |
| Annual return | 9.92% | -775.43%+785.3pp | 34.15%-24.2pp | 41.64%-31.7pp |
| Employer contribution / active EE | $2,639 | $1,729+52.7% | $2,476+6.6% | $2,551+3.5% |
| Participant deferral / active EE | $3,021 | $2,919+3.5% | $3,958-23.7% | $4,139-27.0% |
| Admin fee / account holder | $10,891 | $5,982+82.1% | $6,033+80.5% | $7,234+50.6% |