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 | $100,735 | $226,064-55.4% | $182,532-44.8% | $152,861-34.1% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | -1.07% | 192.51%-193.6pp | 148.54%-149.6pp | 345.32%-346.4pp |
| Employer contribution / active EE | $1,047 | $4,978-79.0% | $4,076-74.3% | $4,762-78.0% |
| Participant deferral / active EE | $4,000 | $6,368-37.2% | $5,524-27.6% | $5,850-31.6% |
| Admin fee / account holder | $2,075 | $10,703-80.6% | $8,592-75.9% | $11,596-82.1% |