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 | $82,488 | $140,588-41.3% | $123,104-33.0% | $125,391-34.2% |
| Participation rate | 70.0% | 88.2%-18.2pp | 86.8%-16.8pp | 83.2%-13.2pp |
| Annual return | -5.88% | 16.80%-22.7pp | 13.22%-19.1pp | 282.22%-288.1pp |
| Employer contribution / active EE | $2,019 | $6,041-66.6% | $5,151-60.8% | $4,866-58.5% |
| Participant deferral / active EE | $10,457 | $6,980+49.8% | $6,230+67.9% | $5,352+95.4% |
| Admin fee / account holder | $6,773 | $11,198-39.5% | $9,015-24.9% | $9,540-29.0% |