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 | $105,566 | $157,256-32.9% | $141,162-25.2% | $152,861-30.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.47% | 64.32%-63.9pp | 71.39%-70.9pp | 345.32%-344.9pp |
| Employer contribution / active EE | $4,621 | $5,261-12.2% | $4,735-2.4% | $4,762-3.0% |
| Participant deferral / active EE | $3,183 | $7,109-55.2% | $6,709-52.6% | $5,850-45.6% |
| Admin fee / account holder | $1,163 | $12,120-90.4% | $10,261-88.7% | $11,596-90.0% |