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 | $117,624 | $179,726-34.6% | $156,263-24.7% | $142,382-17.4% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | -3.31% | 77.86%-81.2pp | 59.47%-62.8pp | 217.08%-220.4pp |
| Employer contribution / active EE | $3,857 | $5,069-23.9% | $4,333-11.0% | $4,299-10.3% |
| Participant deferral / active EE | $8,526 | $6,956+22.6% | $6,158+38.4% | $6,507+31.0% |
| Admin fee / account holder | $31,615 | $17,272+83.0% | $14,255+121.8% | $12,624+150.4% |