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 | $16,481 | $106,515-84.5% | $96,683-83.0% | $139,434-88.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.53% | 38.43%-28.9pp | 35.69%-26.2pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,447 | $4,103-40.4% | $3,737-34.5% | $4,751-48.5% |
| Participant deferral / active EE | $3,861 | $5,454-29.2% | $4,878-20.9% | $6,710-42.5% |
| Admin fee / account holder | $749 | $7,877-90.5% | $6,730-88.9% | $11,403-93.4% |