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 | $46,351 | $135,952-65.9% | $123,892-62.6% | $273,961-83.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | -1.05% | 56.63%-57.7pp | 47.52%-48.6pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,958 | $5,170-62.1% | $4,617-57.6% | $4,869-59.8% |
| Participant deferral / active EE | $6,647 | $6,343+4.8% | $5,984+11.1% | $5,287+25.7% |
| Admin fee / account holder | $44,724 | $9,817+355.6% | $8,357+435.2% | $10,132+341.4% |