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 | $103,833 | $127,065-18.3% | $113,168-8.2% | $142,382-27.1% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | -0.10% | 24.03%-24.1pp | 24.27%-24.4pp | 217.08%-217.2pp |
| Employer contribution / active EE | $1,419 | $3,442-58.8% | $2,975-52.3% | $4,299-67.0% |
| Participant deferral / active EE | $2,645 | $5,716-53.7% | $5,107-48.2% | $6,507-59.4% |
| Admin fee / account holder | $2,641 | $15,736-83.2% | $12,068-78.1% | $12,624-79.1% |