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 | $38,234 | $165,335-76.9% | $149,696-74.5% | $158,922-75.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.79% | 348.15%-348.9pp | 276.60%-277.4pp | 302.83%-303.6pp |
| Employer contribution / active EE | $3,494 | $5,103-31.5% | $4,644-24.8% | $4,761-26.6% |
| Participant deferral / active EE | $4,457 | $7,181-37.9% | $6,842-34.9% | $5,982-25.5% |
| Admin fee / account holder | $8,291 | $10,807-23.3% | $9,309-10.9% | $11,246-26.3% |