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 | $52,862 | $72,177-26.8% | $115,037-54.0% | $59,632-11.4% |
| Participation rate | 79.6% | 72.6%+7.0pp | 81.4%-1.8pp | 68.7%+10.9pp |
| Annual return | -2.52% | 12.02%-14.5pp | 26.14%-28.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $1,888 | $2,841-33.5% | $4,608-59.0% | $2,203-14.3% |
| Participant deferral / active EE | $3,715 | $4,783-22.3% | $6,026-38.3% | $3,192+16.4% |
| Admin fee / account holder | $3,387 | $4,927-31.2% | $8,175-58.6% | $4,297-21.2% |