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 | $102,301 | $142,344-28.1% | $119,609-14.5% | $134,475-23.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -22.04% | -12.44%-9.6pp | -14.97%-7.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,253 | $5,222-76.0% | $4,232-70.4% | $4,740-73.6% |
| Participant deferral / active EE | $4,323 | $6,469-33.2% | $5,602-22.8% | $6,400-32.5% |
| Admin fee / account holder | $28,771 | $13,584+111.8% | $10,323+178.7% | $11,426+151.8% |