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 | $33,731 | $162,781-79.3% | $133,956-74.8% | $158,922-78.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | -6.94% | 41.94%-48.9pp | 45.09%-52.0pp | 302.83%-309.8pp |
| Employer contribution / active EE | $2,899 | $4,975-41.7% | $3,919-26.0% | $4,761-39.1% |
| Participant deferral / active EE | $6,850 | $5,911+15.9% | $5,048+35.7% | $5,982+14.5% |
| Admin fee / account holder | $72,332 | $11,736+516.3% | $8,927+710.2% | $11,246+543.2% |