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 | $42,097 | $177,572-76.3% | $154,803-72.8% | $142,382-70.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | -0.20% | 65.07%-65.3pp | 58.88%-59.1pp | 217.08%-217.3pp |
| Employer contribution / active EE | $10,014 | $4,810+108.2% | $4,305+132.6% | $4,299+132.9% |
| Participant deferral / active EE | $3,083 | $6,272-50.8% | $5,540-44.3% | $6,507-52.6% |
| Admin fee / account holder | $310,935 | $16,786+1752.4% | $14,329+2070.0% | $12,624+2363.1% |