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 | $50,144 | $77,813-35.6% | $123,544-59.4% | $64,186-21.9% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.3%+4.9pp | 69.6%+17.7pp |
| Annual return | -9.27% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,119 | $3,014-29.7% | $4,628-54.2% | $2,381-11.0% |
| Participant deferral / active EE | $6,030 | $5,240+15.1% | $6,426-6.2% | $3,470+73.8% |
| Admin fee / account holder | $5,161 | $5,519-6.5% | $9,284-44.4% | $4,888+5.6% |