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 | $28,557 | $135,952-79.0% | $123,892-77.0% | $273,961-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.81% | 56.63%-59.4pp | 47.52%-50.3pp | 41.45%-44.3pp |
| Employer contribution / active EE | $3,215 | $5,170-37.8% | $4,617-30.4% | $4,869-34.0% |
| Participant deferral / active EE | $7,486 | $6,343+18.0% | $5,984+25.1% | $5,287+41.6% |
| Admin fee / account holder | $9,533 | $9,817-2.9% | $8,357+14.1% | $10,132-5.9% |