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 | $35,065 | $152,587-77.0% | $125,175-72.0% | $152,861-77.1% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | -1.19% | 54.84%-56.0pp | 43.79%-45.0pp | 345.32%-346.5pp |
| Employer contribution / active EE | $1,972 | $4,946-60.1% | $3,865-49.0% | $4,762-58.6% |
| Participant deferral / active EE | $2,882 | $5,868-50.9% | $4,937-41.6% | $5,850-50.7% |
| Admin fee / account holder | $11,763 | $13,434-12.4% | $9,702+21.2% | $11,596+1.4% |