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 | $46,321 | $93,571-50.5% | $135,903-65.9% | $75,163-38.4% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | -8.13% | 30.90%-39.0pp | 68.23%-76.4pp | 160.62%-168.7pp |
| Employer contribution / active EE | $4,327 | $3,537+22.3% | $4,856-10.9% | $2,670+62.1% |
| Participant deferral / active EE | $4,598 | $6,404-28.2% | $7,758-40.7% | $4,125+11.5% |
| Admin fee / account holder | $10,130 | $6,975+45.2% | $10,762-5.9% | $5,651+79.3% |