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 | $47,126 | $148,534-68.3% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | -0.24% | 79.19%-79.4pp | 68.23%-68.5pp | 372.94%-373.2pp |
| Employer contribution / active EE | $7,098 | $5,243+35.4% | $4,856+46.2% | $4,751+49.4% |
| Participant deferral / active EE | $4,896 | $8,100-39.6% | $7,758-36.9% | $6,710-27.0% |
| Admin fee / account holder | $32,541 | $12,400+162.4% | $10,762+202.4% | $11,403+185.4% |