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 | $203,070 | $135,952+49.4% | $123,892+63.9% | $273,961-25.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.55% | 56.63%-58.2pp | 47.52%-49.1pp | 41.45%-43.0pp |
| Employer contribution / active EE | $2,017 | $5,170-61.0% | $4,617-56.3% | $4,869-58.6% |
| Participant deferral / active EE | $6,569 | $6,343+3.6% | $5,984+9.8% | $5,287+24.2% |
| Admin fee / account holder | $21,245 | $9,817+116.4% | $8,357+154.2% | $10,132+109.7% |