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 | $42,148 | $154,117-72.7% | $129,995-67.6% | $139,434-69.8% |
| Participation rate | 94.4% | 82.0%+12.5pp | 78.5%+16.0pp | 80.3%+14.1pp |
| Annual return | 2.38% | 32.48%-30.1pp | -137.18%+139.6pp | 372.94%-370.6pp |
| Employer contribution / active EE | $2,257 | $5,289-57.3% | $4,320-47.7% | $4,751-52.5% |
| Participant deferral / active EE | $4,883 | $6,710-27.2% | $5,820-16.1% | $6,710-27.2% |
| Admin fee / account holder | $8,643 | $14,007-38.3% | $10,614-18.6% | $11,403-24.2% |