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 | $59,304 | $162,781-63.6% | $133,956-55.7% | $158,922-62.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.44% | 41.94%-43.4pp | 45.09%-46.5pp | 302.83%-304.3pp |
| Employer contribution / active EE | $2,478 | $4,975-50.2% | $3,919-36.8% | $4,761-47.9% |
| Participant deferral / active EE | $4,900 | $5,911-17.1% | $5,048-2.9% | $5,982-18.1% |
| Admin fee / account holder | $3,804 | $11,736-67.6% | $8,927-57.4% | $11,246-66.2% |