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 | $49,036 | $158,817-69.1% | $121,196-59.5% | $135,375-63.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -11.00% | -0.64%-10.4pp | 16.93%-27.9pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,935 | $5,665-65.8% | $4,022-51.9% | $4,779-59.5% |
| Participant deferral / active EE | $3,519 | $4,005-12.1% | $3,344+5.2% | $5,609-37.3% |
| Admin fee / account holder | $9,096 | $6,512+39.7% | $5,019+81.2% | $10,827-16.0% |