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 | $114,405 | $135,952-15.8% | $123,892-7.7% | $273,961-58.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.34% | 56.63%-60.0pp | 47.52%-50.9pp | 41.45%-44.8pp |
| Employer contribution / active EE | $3,059 | $5,170-40.8% | $4,617-33.7% | $4,869-37.2% |
| Participant deferral / active EE | $7,857 | $6,343+23.9% | $5,984+31.3% | $5,287+48.6% |
| Admin fee / account holder | $27,065 | $9,817+175.7% | $8,357+223.9% | $10,132+167.1% |