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 | $53,984 | $76,000-29.0% | $154,107-65.0% | $64,186-15.9% |
| Participation rate | 92.6% | 70.4%+22.2pp | 83.0%+9.6pp | 69.6%+23.0pp |
| Annual return | -9.02% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.7pp |
| Employer contribution / active EE | $7,331 | $3,351+118.8% | $5,298+38.4% | $2,381+207.9% |
| Participant deferral / active EE | $4,909 | $3,175+54.6% | $5,081-3.4% | $3,470+41.5% |
| Admin fee / account holder | $3,987 | $5,596-28.8% | $13,411-70.3% | $4,888-18.4% |