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 | $58,040 | $90,503-35.9% | $78,689-26.2% | $273,961-78.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -0.89% | 75.60%-76.5pp | 62.18%-63.1pp | 41.45%-42.3pp |
| Employer contribution / active EE | $12,254 | $3,176+285.9% | $2,851+329.9% | $4,869+151.7% |
| Participant deferral / active EE | $4,731 | $3,901+21.3% | $3,517+34.5% | $5,287-10.5% |
| Admin fee / account holder | $1,763 | $5,263-66.5% | $4,510-60.9% | $10,132-82.6% |