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 | $115,724 | $135,952-14.9% | $123,892-6.6% | $273,961-57.8% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | -3.03% | 56.63%-59.7pp | 47.52%-50.5pp | 41.45%-44.5pp |
| Employer contribution / active EE | $2,325 | $5,170-55.0% | $4,617-49.6% | $4,869-52.3% |
| Participant deferral / active EE | $4,528 | $6,343-28.6% | $5,984-24.3% | $5,287-14.4% |
| Admin fee / account holder | $409 | $9,817-95.8% | $8,357-95.1% | $10,132-96.0% |