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 | $10,572 | $158,398-93.3% | $126,539-91.6% | $142,382-92.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 4.67% | 593.76%-589.1pp | 425.95%-421.3pp | 217.08%-212.4pp |
| Employer contribution / active EE | $321 | $4,650-93.1% | $3,674-91.3% | $4,299-92.5% |
| Participant deferral / active EE | $396 | $4,767-91.7% | $4,083-90.3% | $6,507-93.9% |
| Admin fee / account holder | $12,211 | $6,918+76.5% | $6,065+101.4% | $12,624-3.3% |