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 | $71,415 | $165,335-56.8% | $149,696-52.3% | $158,922-55.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -0.26% | 348.15%-348.4pp | 276.60%-276.9pp | 302.83%-303.1pp |
| Employer contribution / active EE | $7,351 | $5,103+44.1% | $4,644+58.3% | $4,761+54.4% |
| Participant deferral / active EE | $4,595 | $7,181-36.0% | $6,842-32.8% | $5,982-23.2% |
| Admin fee / account holder | $85,708 | $10,807+693.1% | $9,309+820.7% | $11,246+662.1% |