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 | $36,152 | $135,952-73.4% | $123,892-70.8% | $273,961-86.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.19% | 56.63%-56.8pp | 47.52%-47.7pp | 41.45%-41.6pp |
| Employer contribution / active EE | $1,752 | $5,170-66.1% | $4,617-62.1% | $4,869-64.0% |
| Participant deferral / active EE | $2,480 | $6,343-60.9% | $5,984-58.6% | $5,287-53.1% |
| Admin fee / account holder | $1,585 | $9,817-83.9% | $8,357-81.0% | $10,132-84.4% |