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 | $64,337 | $118,680-45.8% | $98,907-35.0% | $158,922-59.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | -2.76% | 372.35%-375.1pp | 196.43%-199.2pp | 302.83%-305.6pp |
| Employer contribution / active EE | $655 | $3,333-80.3% | $2,689-75.6% | $4,761-86.2% |
| Participant deferral / active EE | $3,057 | $5,088-39.9% | $4,244-28.0% | $5,982-48.9% |
| Admin fee / account holder | $31,714 | $10,131+213.0% | $6,642+377.5% | $11,246+182.0% |