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 | $71,297 | $157,256-54.7% | $141,162-49.5% | $152,861-53.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | -2.36% | 64.32%-66.7pp | 71.39%-73.8pp | 345.32%-347.7pp |
| Employer contribution / active EE | $2,067 | $5,261-60.7% | $4,735-56.3% | $4,762-56.6% |
| Participant deferral / active EE | $3,972 | $7,109-44.1% | $6,709-40.8% | $5,850-32.1% |
| Admin fee / account holder | $16,323 | $12,120+34.7% | $10,261+59.1% | $11,596+40.8% |