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 | $18,582 | $114,381-83.8% | $107,525-82.7% | $142,382-86.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.46% | 242.71%-237.2pp | 181.32%-175.9pp | 217.08%-211.6pp |
| Employer contribution / active EE | $2,900 | $4,015-27.8% | $3,754-22.7% | $4,299-32.6% |
| Participant deferral / active EE | $5,331 | $5,564-4.2% | $5,116+4.2% | $6,507-18.1% |
| Admin fee / account holder | $2,523 | $9,860-74.4% | $8,919-71.7% | $12,624-80.0% |