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 5-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 | $73,827 | $117,983-37.4% | $101,794-27.5% | $142,382-48.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -4.02% | 36.92%-40.9pp | 30.53%-34.5pp | 217.08%-221.1pp |
| Employer contribution / active EE | $3,323 | $2,773+19.8% | $2,289+45.2% | $4,299-22.7% |
| Participant deferral / active EE | $6,407 | $4,714+35.9% | $4,084+56.9% | $6,507-1.5% |
| Admin fee / account holder | $1,292 | $10,433-87.6% | $8,777-85.3% | $12,624-89.8% |