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 | $55,653 | $115,770-51.9% | $101,248-45.0% | $158,922-65.0% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | -0.76% | 56.14%-56.9pp | 46.47%-47.2pp | 302.83%-303.6pp |
| Employer contribution / active EE | $1,148 | $4,175-72.5% | $3,660-68.6% | $4,761-75.9% |
| Participant deferral / active EE | $3,020 | $4,957-39.1% | $4,370-30.9% | $5,982-49.5% |
| Admin fee / account holder | $2,104 | $7,245-71.0% | $5,945-64.6% | $11,246-81.3% |