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 | $49,536 | $92,222-46.3% | $76,768-35.5% | $135,375-63.4% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -9.96% | 5.46%-15.4pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,440 | $3,216-24.1% | $2,485-1.8% | $4,779-48.9% |
| Participant deferral / active EE | $4,525 | $4,509+0.4% | $3,852+17.5% | $5,609-19.3% |
| Admin fee / account holder | $11,403 | $10,748+6.1% | $6,675+70.8% | $10,827+5.3% |