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 | $81,214 | $99,079-18.0% | $77,999+4.1% | $273,961-70.4% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.5%-2.8pp | 83.0%-10.3pp |
| Annual return | -0.50% | 217.93%-218.4pp | 425.96%-426.5pp | 41.45%-42.0pp |
| Employer contribution / active EE | $1,044 | $3,308-68.5% | $2,470-57.8% | $4,869-78.6% |
| Participant deferral / active EE | $2,530 | $4,306-41.2% | $3,497-27.6% | $5,287-52.1% |
| Admin fee / account holder | $1,678 | $8,954-81.3% | $5,480-69.4% | $10,132-83.4% |