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 | $96,715 | $107,334-9.9% | $92,893+4.1% | $152,861-36.7% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 1.10% | 145.58%-144.5pp | 109.41%-108.3pp | 345.32%-344.2pp |
| Employer contribution / active EE | $1,478 | $4,221-65.0% | $3,653-59.5% | $4,762-69.0% |
| Participant deferral / active EE | $2,363 | $4,845-51.2% | $4,236-44.2% | $5,850-59.6% |
| Admin fee / account holder | $5,032 | $7,079-28.9% | $5,794-13.2% | $11,596-56.6% |