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 | $105,338 | $133,922-21.3% | $116,228-9.4% | $142,382-26.0% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 5.72% | 147.76%-142.0pp | 90.06%-84.3pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,734 | $3,446-49.7% | $2,994-42.1% | $4,299-59.7% |
| Participant deferral / active EE | $7,564 | $5,672+33.4% | $4,953+52.7% | $6,507+16.2% |
| Admin fee / account holder | $231,086 | $14,945+1446.3% | $11,989+1827.5% | $12,624+1730.6% |