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 | $40,668 | $76,000-46.5% | $154,107-73.6% | $64,186-36.6% |
| Participation rate | 76.3% | 70.4%+5.9pp | 83.0%-6.7pp | 69.6%+6.7pp |
| Annual return | -10.01% | 30.32%-40.3pp | 735.12%-745.1pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,869 | $3,351-44.2% | $5,298-64.7% | $2,381-21.5% |
| Participant deferral / active EE | $3,366 | $3,175+6.0% | $5,081-33.7% | $3,470-3.0% |
| Admin fee / account holder | $2,291 | $5,596-59.1% | $13,411-82.9% | $4,888-53.1% |