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 | $136,708 | $183,963-25.7% | $162,163-15.7% | $152,861-10.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 0.27% | 150.76%-150.5pp | 115.59%-115.3pp | 345.32%-345.1pp |
| Employer contribution / active EE | $1,947 | $6,371-69.4% | $5,614-65.3% | $4,762-59.1% |
| Participant deferral / active EE | $3,210 | $8,034-60.0% | $7,298-56.0% | $5,850-45.1% |
| Admin fee / account holder | $7,681 | $13,121-41.5% | $10,843-29.2% | $11,596-33.8% |