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 | $52,454 | $135,952-61.4% | $123,892-57.7% | $273,961-80.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | -19.19% | 56.63%-75.8pp | 47.52%-66.7pp | 41.45%-60.6pp |
| Employer contribution / active EE | $5,014 | $5,170-3.0% | $4,617+8.6% | $4,869+3.0% |
| Participant deferral / active EE | $11,518 | $6,343+81.6% | $5,984+92.5% | $5,287+117.8% |
| Admin fee / account holder | $12,375 | $9,817+26.1% | $8,357+48.1% | $10,132+22.1% |