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 5-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 | $46,676 | $159,602-70.8% | $150,045-68.9% | $142,382-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -1.11% | 70.24%-71.3pp | 62.55%-63.7pp | 217.08%-218.2pp |
| Employer contribution / active EE | $5,773 | $4,961+16.4% | $4,693+23.0% | $4,299+34.3% |
| Participant deferral / active EE | $4,395 | $8,310-47.1% | $7,997-45.0% | $6,507-32.5% |
| Admin fee / account holder | $4,286 | $14,846-71.1% | $13,435-68.1% | $12,624-66.0% |