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 | $100,395 | $197,825-49.3% | $155,790-35.6% | $125,391-19.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.63% | 86.74%-92.4pp | 71.54%-77.2pp | 282.22%-287.9pp |
| Employer contribution / active EE | $3,184 | $4,847-34.3% | $3,836-17.0% | $4,866-34.6% |
| Participant deferral / active EE | $5,371 | $5,630-4.6% | $4,797+12.0% | $5,352+0.4% |
| Admin fee / account holder | $733 | $9,545-92.3% | $7,478-90.2% | $9,540-92.3% |