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 | $60,082 | $165,335-63.7% | $149,696-59.9% | $158,922-62.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.57% | 348.15%-352.7pp | 276.60%-281.2pp | 302.83%-307.4pp |
| Employer contribution / active EE | $14,038 | $5,103+175.1% | $4,644+202.3% | $4,761+194.8% |
| Participant deferral / active EE | $3,845 | $7,181-46.5% | $6,842-43.8% | $5,982-35.7% |
| Admin fee / account holder | $6,618 | $10,807-38.8% | $9,309-28.9% | $11,246-41.2% |