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 | $102,963 | $167,307-38.5% | $143,757-28.4% | $134,475-23.4% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -22.62% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,201 | $5,619-60.8% | $4,951-55.6% | $4,740-53.6% |
| Participant deferral / active EE | $3,298 | $6,446-48.8% | $5,637-41.5% | $6,400-48.5% |
| Admin fee / account holder | $2,643 | $18,088-85.4% | $14,673-82.0% | $11,426-76.9% |