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 | $110,789 | $162,781-31.9% | $133,956-17.3% | $158,922-30.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.29% | 41.94%-43.2pp | 45.09%-46.4pp | 302.83%-304.1pp |
| Employer contribution / active EE | $1,354 | $4,975-72.8% | $3,919-65.4% | $4,761-71.6% |
| Participant deferral / active EE | $4,547 | $5,911-23.1% | $5,048-9.9% | $5,982-24.0% |
| Admin fee / account holder | $6,692 | $11,736-43.0% | $8,927-25.0% | $11,246-40.5% |