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 | $16,102 | $177,572-90.9% | $154,803-89.6% | $142,382-88.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.83% | 65.07%-65.9pp | 58.88%-59.7pp | 217.08%-217.9pp |
| Employer contribution / active EE | $4,540 | $4,810-5.6% | $4,305+5.5% | $4,299+5.6% |
| Participant deferral / active EE | $12,817 | $6,272+104.4% | $5,540+131.3% | $6,507+97.0% |
| Admin fee / account holder | $59,749 | $16,786+255.9% | $14,329+317.0% | $12,624+373.3% |