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 | $80,388 | $135,952-40.9% | $123,892-35.1% | $273,961-70.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.00% | 56.63%-57.6pp | 47.52%-48.5pp | 41.45%-42.5pp |
| Employer contribution / active EE | $3,137 | $5,170-39.3% | $4,617-32.1% | $4,869-35.6% |
| Participant deferral / active EE | $6,003 | $6,343-5.4% | $5,984+0.3% | $5,287+13.5% |
| Admin fee / account holder | $1,900 | $9,817-80.6% | $8,357-77.3% | $10,132-81.2% |