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 | $43,665 | $90,503-51.8% | $78,689-44.5% | $273,961-84.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | -16.09% | 75.60%-91.7pp | 62.18%-78.3pp | 41.45%-57.5pp |
| Employer contribution / active EE | $4,166 | $3,176+31.2% | $2,851+46.1% | $4,869-14.4% |
| Participant deferral / active EE | $3,698 | $3,901-5.2% | $3,517+5.1% | $5,287-30.1% |
| Admin fee / account holder | $483 | $5,263-90.8% | $4,510-89.3% | $10,132-95.2% |