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 | $67,804 | $112,096-39.5% | $95,952-29.3% | $158,922-57.3% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 5.27% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,260 | $3,198-29.3% | $2,541-11.1% | $4,761-52.5% |
| Participant deferral / active EE | $4,758 | $4,784-0.5% | $4,167+14.2% | $5,982-20.5% |
| Admin fee / account holder | $9,978 | $10,130-1.5% | $6,795+46.8% | $11,246-11.3% |