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 | $12,236 | $104,974-88.3% | $95,585-87.2% | $142,382-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.00% | 210.33%-201.3pp | 38.56%-29.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,617 | $2,779-5.8% | $2,527+3.6% | $4,299-39.1% |
| Participant deferral / active EE | $4,980 | $4,352+14.4% | $4,023+23.8% | $6,507-23.5% |
| Admin fee / account holder | $6,563 | $6,386+2.8% | $6,127+7.1% | $12,624-48.0% |