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 | $42,706 | $135,952-68.6% | $123,892-65.5% | $273,961-84.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.18% | 56.63%-59.8pp | 47.52%-50.7pp | 41.45%-44.6pp |
| Employer contribution / active EE | $1,332 | $5,170-74.2% | $4,617-71.1% | $4,869-72.6% |
| Participant deferral / active EE | $2,066 | $6,343-67.4% | $5,984-65.5% | $5,287-60.9% |
| Admin fee / account holder | $2,917 | $9,817-70.3% | $8,357-65.1% | $10,132-71.2% |