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 | $49,720 | $197,825-74.9% | $155,790-68.1% | $125,391-60.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 76.1%+13.9pp | 83.2%+6.8pp |
| Annual return | -3.80% | 86.74%-90.5pp | 71.54%-75.3pp | 282.22%-286.0pp |
| Employer contribution / active EE | $2,311 | $4,847-52.3% | $3,836-39.8% | $4,866-52.5% |
| Participant deferral / active EE | $3,886 | $5,630-31.0% | $4,797-19.0% | $5,352-27.4% |
| Admin fee / account holder | $29,729 | $9,545+211.5% | $7,478+297.6% | $9,540+211.6% |