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 | $77,961 | $159,602-51.2% | $150,045-48.0% | $142,382-45.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -1.12% | 70.24%-71.4pp | 62.55%-63.7pp | 217.08%-218.2pp |
| Employer contribution / active EE | $3,497 | $4,961-29.5% | $4,693-25.5% | $4,299-18.7% |
| Participant deferral / active EE | $4,884 | $8,310-41.2% | $7,997-38.9% | $6,507-24.9% |
| Admin fee / account holder | $45,483 | $14,846+206.4% | $13,435+238.5% | $12,624+260.3% |