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 | $59,216 | $127,386-53.5% | $115,037-48.5% | $125,391-52.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.36% | 31.28%-38.6pp | 26.14%-33.5pp | 282.22%-289.6pp |
| Employer contribution / active EE | $3,230 | $5,166-37.5% | $4,608-29.9% | $4,866-33.6% |
| Participant deferral / active EE | $8,816 | $6,423+37.3% | $6,026+46.3% | $5,352+64.7% |
| Admin fee / account holder | $7,250 | $9,516-23.8% | $8,175-11.3% | $9,540-24.0% |