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 | $31,834 | $165,335-80.7% | $149,696-78.7% | $158,922-80.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.42% | 348.15%-348.6pp | 276.60%-277.0pp | 302.83%-303.2pp |
| Employer contribution / active EE | $2,917 | $5,103-42.8% | $4,644-37.2% | $4,761-38.7% |
| Participant deferral / active EE | $10,108 | $7,181+40.7% | $6,842+47.7% | $5,982+69.0% |
| Admin fee / account holder | $43,247 | $10,807+300.2% | $9,309+364.6% | $11,246+284.6% |