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 6-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 | $30,050 | $154,365-80.5% | $130,231-76.9% | $139,434-78.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | -2.42% | 30.34%-32.8pp | 38.77%-41.2pp | 372.94%-375.4pp |
| Employer contribution / active EE | $1,578 | $5,170-69.5% | $4,126-61.8% | $4,751-66.8% |
| Participant deferral / active EE | $10,723 | $8,498+26.2% | $6,799+57.7% | $6,710+59.8% |
| Admin fee / account holder | $6,440 | $9,214-30.1% | $6,020+7.0% | $11,403-43.5% |