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 | $58,055 | $91,538-36.6% | $129,995-55.3% | $75,163-22.8% |
| Participation rate | 72.7% | 71.4%+1.3pp | 78.5%-5.8pp | 67.2%+5.5pp |
| Annual return | 12.53% | -631.11%+643.6pp | -137.18%+149.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,757 | $4,341-13.5% | $5,820-35.4% | $4,125-8.9% |
| Admin fee / account holder | $6,957 | $6,790+2.5% | $10,614-34.5% | $5,651+23.1% |