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 | $47,276 | $135,952-65.2% | $123,892-61.8% | $273,961-82.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.85% | 56.63%-58.5pp | 47.52%-49.4pp | 41.45%-43.3pp |
| Employer contribution / active EE | $1,102 | $5,170-78.7% | $4,617-76.1% | $4,869-77.4% |
| Participant deferral / active EE | $2,777 | $6,343-56.2% | $5,984-53.6% | $5,287-47.5% |
| Admin fee / account holder | $10,804 | $9,817+10.1% | $8,357+29.3% | $10,132+6.6% |