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 3-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 | $22,371 | $74,888-70.1% | $71,209-68.6% | $142,382-84.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 11.45% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,868 | $2,854-34.6% | $2,721-31.4% | $4,299-56.6% |
| Participant deferral / active EE | $2,462 | $4,454-44.7% | $4,175-41.0% | $6,507-62.2% |
| Admin fee / account holder | $1,309 | $5,568-76.5% | $5,349-75.5% | $12,624-89.6% |