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 | $70,896 | $150,187-52.8% | $120,354-41.1% | $145,922-51.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 4.59% | 154.07%-149.5pp | 107.15%-102.6pp | 561.29%-556.7pp |
| Employer contribution / active EE | $2,158 | $4,348-50.4% | $3,463-37.7% | $4,660-53.7% |
| Participant deferral / active EE | $4,925 | $6,173-20.2% | $4,991-1.3% | $6,688-26.4% |
| Admin fee / account holder | $2,597 | $12,207-78.7% | $9,423-72.4% | $13,397-80.6% |