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 | $103,010 | $181,894-43.4% | $156,549-34.2% | $273,961-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.58% | 30.74%-35.3pp | 32.23%-36.8pp | 41.45%-46.0pp |
| Employer contribution / active EE | $10,072 | $6,248+61.2% | $5,501+83.1% | $4,869+106.9% |
| Participant deferral / active EE | $10,072 | $5,550+81.5% | $4,871+106.8% | $5,287+90.5% |
| Admin fee / account holder | $6,957 | $15,559-55.3% | $13,027-46.6% | $10,132-31.3% |