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 10-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 | $45,204 | $140,588-67.8% | $123,104-63.3% | $125,391-63.9% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -5.13% | 16.80%-21.9pp | 13.22%-18.3pp | 282.22%-287.4pp |
| Employer contribution / active EE | $5,074 | $6,041-16.0% | $5,151-1.5% | $4,866+4.3% |
| Participant deferral / active EE | $8,540 | $6,980+22.3% | $6,230+37.1% | $5,352+59.6% |
| Admin fee / account holder | $1,076 | $11,198-90.4% | $9,015-88.1% | $9,540-88.7% |