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 | $122,220 | $165,335-26.1% | $149,696-18.4% | $158,922-23.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | -1.09% | 348.15%-349.2pp | 276.60%-277.7pp | 302.83%-303.9pp |
| Employer contribution / active EE | $1,359 | $5,103-73.4% | $4,644-70.7% | $4,761-71.5% |
| Participant deferral / active EE | $3,296 | $7,181-54.1% | $6,842-51.8% | $5,982-44.9% |
| Admin fee / account holder | $3,477 | $10,807-67.8% | $9,309-62.6% | $11,246-69.1% |