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 | $58,950 | $105,931-44.4% | $81,930-28.0% | $158,922-62.9% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.0%-0.6pp | 82.0%-10.5pp |
| Annual return | -5.15% | 38.17%-43.3pp | 29.49%-34.6pp | 302.83%-308.0pp |
| Employer contribution / active EE | $6,527 | $7,800-16.3% | $4,310+51.4% | $4,761+37.1% |
| Participant deferral / active EE | $7,098 | $13,003-45.4% | $7,107-0.1% | $5,982+18.7% |
| Admin fee / account holder | $4,676 | $8,489-44.9% | $5,158-9.3% | $11,246-58.4% |