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 | $71,645 | $102,547-30.1% | $78,210-8.4% | $147,584-51.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 5.31% | 51.08%-45.8pp | 40.90%-35.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $1,977 | $2,617-24.4% | $2,034-2.8% | $4,876-59.5% |
| Participant deferral / active EE | $1,818 | $3,481-47.8% | $2,823-35.6% | $5,439-66.6% |
| Admin fee / account holder | $5,692 | $5,059+12.5% | $3,758+51.5% | $10,885-47.7% |