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 | $45,757 | $115,882-60.5% | $100,516-54.5% | $158,922-71.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | -2.88% | 34.79%-37.7pp | 30.89%-33.8pp | 302.83%-305.7pp |
| Employer contribution / active EE | $2,624 | $4,103-36.1% | $3,418-23.2% | $4,761-44.9% |
| Participant deferral / active EE | $8,633 | $6,674+29.4% | $6,270+37.7% | $5,982+44.3% |
| Admin fee / account holder | $32,375 | $10,995+194.4% | $8,081+300.6% | $11,246+187.9% |