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 | $24,151 | $117,841-79.5% | $102,423-76.4% | $145,922-83.4% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | -4.50% | 31.65%-36.2pp | 29.32%-33.8pp | 561.29%-565.8pp |
| Employer contribution / active EE | $10,935 | $3,615+202.5% | $3,023+261.7% | $4,660+134.7% |
| Participant deferral / active EE | $1,947 | $5,731-66.0% | $5,053-61.5% | $6,688-70.9% |
| Admin fee / account holder | $8,571 | $13,326-35.7% | $9,451-9.3% | $13,397-36.0% |