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 | $60,286 | $107,334-43.8% | $92,893-35.1% | $152,861-60.6% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 1.26% | 145.58%-144.3pp | 109.41%-108.2pp | 345.32%-344.1pp |
| Employer contribution / active EE | $1,530 | $4,221-63.8% | $3,653-58.1% | $4,762-67.9% |
| Participant deferral / active EE | $5,616 | $4,845+15.9% | $4,236+32.6% | $5,850-4.0% |
| Admin fee / account holder | $435 | $7,079-93.9% | $5,794-92.5% | $11,596-96.3% |