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 | $80,034 | $118,680-32.6% | $98,907-19.1% | $158,922-49.6% |
| Participation rate | 95.2% | 77.8%+17.4pp | 76.0%+19.2pp | 82.0%+13.3pp |
| Annual return | -4.17% | 372.35%-376.5pp | 196.43%-200.6pp | 302.83%-307.0pp |
| Employer contribution / active EE | $2,344 | $3,333-29.7% | $2,689-12.8% | $4,761-50.8% |
| Participant deferral / active EE | $4,264 | $5,088-16.2% | $4,244+0.5% | $5,982-28.7% |
| Admin fee / account holder | $7,497 | $10,131-26.0% | $6,642+12.9% | $11,246-33.3% |