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 7-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 | $45,838 | $112,096-59.1% | $95,952-52.2% | $158,922-71.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 0.26% | 171.09%-170.8pp | 91.61%-91.4pp | 302.83%-302.6pp |
| Employer contribution / active EE | $1,632 | $3,198-49.0% | $2,541-35.8% | $4,761-65.7% |
| Participant deferral / active EE | $2,884 | $4,784-39.7% | $4,167-30.8% | $5,982-51.8% |
| Admin fee / account holder | $764 | $10,130-92.5% | $6,795-88.8% | $11,246-93.2% |