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 | $69,728 | $105,931-34.2% | $81,930-14.9% | $158,922-56.1% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.0%+5.8pp | 82.0%-4.2pp |
| Annual return | 2.39% | 38.17%-35.8pp | 29.49%-27.1pp | 302.83%-300.4pp |
| Employer contribution / active EE | $8,711 | $7,800+11.7% | $4,310+102.1% | $4,761+83.0% |
| Participant deferral / active EE | $22,297 | $13,003+71.5% | $7,107+213.7% | $5,982+272.7% |
| Admin fee / account holder | $26,885 | $8,489+216.7% | $5,158+421.2% | $11,246+139.1% |