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 | $40,206 | $183,519-78.1% | $155,509-74.1% | $145,922-72.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 2.58% | 61.17%-58.6pp | 64.67%-62.1pp | 561.29%-558.7pp |
| Employer contribution / active EE | $2,758 | $5,313-48.1% | $4,672-41.0% | $4,660-40.8% |
| Participant deferral / active EE | $5,726 | $6,462-11.4% | $5,626+1.8% | $6,688-14.4% |
| Admin fee / account holder | $156,026 | $19,313+707.9% | $15,912+880.6% | $13,397+1064.6% |