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 | $56,113 | $95,971-41.5% | $74,550-24.7% | $135,375-58.6% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -9.27% | 56.96%-66.2pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $422 | $2,716-84.4% | $1,961-78.5% | $4,779-91.2% |
| Participant deferral / active EE | $3,235 | $3,843-15.8% | $3,108+4.1% | $5,609-42.3% |
| Admin fee / account holder | $10,412 | $6,522+59.7% | $5,060+105.8% | $10,827-3.8% |