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 | $69,975 | $80,968-13.6% | $96,544-27.5% | $75,163-6.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -8.05% | 27.06%-35.1pp | 25.84%-33.9pp | 160.62%-168.7pp |
| Employer contribution / active EE | $1,602 | $2,282-29.8% | $2,965-46.0% | $2,670-40.0% |
| Participant deferral / active EE | $5,233 | $3,928+33.2% | $4,851+7.9% | $4,125+26.9% |
| Admin fee / account holder | $42,713 | $6,724+535.2% | $8,252+417.6% | $5,651+655.9% |