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 | $97,968 | $177,572-44.8% | $154,803-36.7% | $142,382-31.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -2.76% | 65.07%-67.8pp | 58.88%-61.6pp | 217.08%-219.8pp |
| Employer contribution / active EE | $904 | $4,810-81.2% | $4,305-79.0% | $4,299-79.0% |
| Participant deferral / active EE | $2,328 | $6,272-62.9% | $5,540-58.0% | $6,507-64.2% |
| Admin fee / account holder | $9,195 | $16,786-45.2% | $14,329-35.8% | $12,624-27.2% |