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 8-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 | $58,035 | $108,825-46.7% | $156,181-62.8% | $82,448-29.6% |
| Participation rate | 96.6% | 72.4%+24.2pp | 78.8%+17.8pp | 68.1%+28.5pp |
| Annual return | -2.02% | 20.59%-22.6pp | 64.87%-66.9pp | 41.64%-43.7pp |
| Employer contribution / active EE | $1,851 | $2,870-35.5% | $4,294-56.9% | $2,551-27.4% |
| Participant deferral / active EE | $5,067 | $4,577+10.7% | $6,132-17.4% | $4,139+22.4% |
| Admin fee / account holder | $11,786 | $9,341+26.2% | $14,586-19.2% | $7,234+62.9% |