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 | $52,340 | $202,318-74.1% | $172,739-69.7% | $152,861-65.8% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | -1.20% | 1029.65%-1030.8pp | 802.84%-804.0pp | 345.32%-346.5pp |
| Employer contribution / active EE | $1,747 | $5,856-70.2% | $5,143-66.0% | $4,762-63.3% |
| Participant deferral / active EE | $3,946 | $5,948-33.7% | $5,198-24.1% | $5,850-32.6% |
| Admin fee / account holder | $12,786 | $17,109-25.3% | $13,954-8.4% | $11,596+10.3% |