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 | $50,745 | $69,207-26.7% | $64,056-20.8% | $139,434-63.6% |
| Participation rate | 91.3% | 75.6%+15.7pp | 72.3%+19.0pp | 80.3%+11.0pp |
| Annual return | -1.40% | 45.88%-47.3pp | 33.69%-35.1pp | 372.94%-374.3pp |
| Employer contribution / active EE | $2,620 | $3,182-17.7% | $2,747-4.6% | $4,751-44.9% |
| Participant deferral / active EE | $2,788 | $4,682-40.4% | $3,880-28.1% | $6,710-58.5% |
| Admin fee / account holder | $7,624 | $4,244+79.6% | $3,068+148.5% | $11,403-33.1% |