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 | $49,689 | $106,515-53.3% | $96,683-48.6% | $139,434-64.4% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | -5.23% | 38.43%-43.7pp | 35.69%-40.9pp | 372.94%-378.2pp |
| Employer contribution / active EE | $2,405 | $4,103-41.4% | $3,737-35.6% | $4,751-49.4% |
| Participant deferral / active EE | $4,116 | $5,454-24.5% | $4,878-15.6% | $6,710-38.7% |
| Admin fee / account holder | $13,557 | $7,877+72.1% | $6,730+101.5% | $11,403+18.9% |