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 | $115,900 | $98,750+17.4% | $149,696-22.6% | $79,858+45.1% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | -1.58% | 27.43%-29.0pp | 276.60%-278.2pp | 31.71%-33.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,985 | $5,680+40.6% | $6,842+16.7% | $3,740+113.5% |
| Admin fee / account holder | $42,802 | $6,053+607.2% | $9,309+359.8% | $5,306+706.6% |