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 | $50,237 | $104,974-52.1% | $95,585-47.4% | $142,382-64.7% |
| Participation rate | 81.3% | 75.0%+6.3pp | 72.1%+9.2pp | 80.1%+1.1pp |
| Annual return | -20.11% | 210.33%-230.4pp | 38.56%-58.7pp | 217.08%-237.2pp |
| Employer contribution / active EE | $1,625 | $2,779-41.5% | $2,527-35.7% | $4,299-62.2% |
| Participant deferral / active EE | $3,968 | $4,352-8.8% | $4,023-1.4% | $6,507-39.0% |
| Admin fee / account holder | $2,304 | $6,386-63.9% | $6,127-62.4% | $12,624-81.8% |