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 | $97,587 | $127,386-23.4% | $115,037-15.2% | $125,391-22.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.07% | 31.28%-36.3pp | 26.14%-31.2pp | 282.22%-287.3pp |
| Employer contribution / active EE | $4,000 | $5,166-22.6% | $4,608-13.2% | $4,866-17.8% |
| Participant deferral / active EE | $4,532 | $6,423-29.4% | $6,026-24.8% | $5,352-15.3% |
| Admin fee / account holder | $2,410 | $9,516-74.7% | $8,175-70.5% | $9,540-74.7% |