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 | $102,101 | $152,587-33.1% | $125,175-18.4% | $152,861-33.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.29% | 54.84%-52.5pp | 43.79%-41.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $1,201 | $4,946-75.7% | $3,865-68.9% | $4,762-74.8% |
| Participant deferral / active EE | $2,408 | $5,868-59.0% | $4,937-51.2% | $5,850-58.8% |
| Admin fee / account holder | $2,134 | $13,434-84.1% | $9,702-78.0% | $11,596-81.6% |