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 | $25,298 | $165,335-84.7% | $149,696-83.1% | $158,922-84.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -5.38% | 348.15%-353.5pp | 276.60%-282.0pp | 302.83%-308.2pp |
| Employer contribution / active EE | $4,819 | $5,103-5.6% | $4,644+3.8% | $4,761+1.2% |
| Participant deferral / active EE | $3,788 | $7,181-47.3% | $6,842-44.6% | $5,982-36.7% |
| Admin fee / account holder | $387 | $10,807-96.4% | $9,309-95.8% | $11,246-96.6% |