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 | $59,388 | $127,386-53.4% | $115,037-48.4% | $125,391-52.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.26% | 31.28%-36.5pp | 26.14%-31.4pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,893 | $5,166-63.4% | $4,608-58.9% | $4,866-61.1% |
| Participant deferral / active EE | $4,313 | $6,423-32.9% | $6,026-28.4% | $5,352-19.4% |
| Admin fee / account holder | $3,005 | $9,516-68.4% | $8,175-63.2% | $9,540-68.5% |