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 | $84,414 | $181,894-53.6% | $156,549-46.1% | $273,961-69.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | -8.88% | 30.74%-39.6pp | 32.23%-41.1pp | 41.45%-50.3pp |
| Employer contribution / active EE | $1,527 | $6,248-75.6% | $5,501-72.2% | $4,869-68.6% |
| Participant deferral / active EE | $4,962 | $5,550-10.6% | $4,871+1.9% | $5,287-6.2% |
| Admin fee / account holder | $25,352 | $15,559+62.9% | $13,027+94.6% | $10,132+150.2% |