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 | $50,729 | $100,754-49.7% | $86,677-41.5% | $134,475-62.3% |
| Participation rate | 72.2% | 78.9%-6.7pp | 76.6%-4.4pp | 81.2%-9.0pp |
| Annual return | -21.05% | 29.04%-50.1pp | 35.91%-57.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,556 | $3,489-55.4% | $2,836-45.1% | $4,740-67.2% |
| Participant deferral / active EE | $6,215 | $5,338+16.4% | $4,656+33.5% | $6,400-2.9% |
| Admin fee / account holder | $1,901 | $10,926-82.6% | $7,493-74.6% | $11,426-83.4% |