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 | $119,753 | $157,256-23.8% | $141,162-15.2% | $152,861-21.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | -2.54% | 64.32%-66.9pp | 71.39%-73.9pp | 345.32%-347.9pp |
| Employer contribution / active EE | $9,904 | $5,261+88.3% | $4,735+109.2% | $4,762+108.0% |
| Participant deferral / active EE | $8,433 | $7,109+18.6% | $6,709+25.7% | $5,850+44.1% |
| Admin fee / account holder | $5,333 | $12,120-56.0% | $10,261-48.0% | $11,596-54.0% |