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 | $39,907 | $90,503-55.9% | $78,689-49.3% | $273,961-85.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | -3.30% | 75.60%-78.9pp | 62.18%-65.5pp | 41.45%-44.8pp |
| Employer contribution / active EE | $2,054 | $3,176-35.3% | $2,851-28.0% | $4,869-57.8% |
| Participant deferral / active EE | $5,131 | $3,901+31.5% | $3,517+45.9% | $5,287-3.0% |
| Admin fee / account holder | $71,301 | $5,263+1254.7% | $4,510+1480.8% | $10,132+603.7% |