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 | $30,001 | $209,336-85.7% | $197,124-84.8% | $137,256-78.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.04% | 48.09%-38.1pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,543 | $6,591-61.4% | $6,227-59.2% | $4,156-38.8% |
| Participant deferral / active EE | $4,442 | $9,614-53.8% | $9,135-51.4% | $6,407-30.7% |
| Admin fee / account holder | $5,306 | $17,308-69.3% | $16,298-67.4% | $12,270-56.8% |