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 | $55,432 | $185,822-70.2% | $169,993-67.4% | $139,434-60.2% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | -5.91% | 60.50%-66.4pp | 53.37%-59.3pp | 372.94%-378.9pp |
| Employer contribution / active EE | $2,548 | $7,590-66.4% | $6,785-62.4% | $4,751-46.4% |
| Participant deferral / active EE | $3,608 | $11,622-69.0% | $10,408-65.3% | $6,710-46.2% |
| Admin fee / account holder | $5,655 | $15,381-63.2% | $12,815-55.9% | $11,403-50.4% |