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 | $52,830 | $77,899-32.2% | $149,673-64.7% | $75,163-29.7% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | -7.39% | 31.72%-39.1pp | 134.42%-141.8pp | 160.62%-168.0pp |
| Employer contribution / active EE | $853 | $3,137-72.8% | $4,818-82.3% | $2,670-68.1% |
| Participant deferral / active EE | $3,750 | $3,411+9.9% | $5,680-34.0% | $4,125-9.1% |
| Admin fee / account holder | $4,214 | $5,956-29.2% | $13,210-68.1% | $5,651-25.4% |