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 | $38,417 | $90,503-57.6% | $78,689-51.2% | $273,961-86.0% |
| Participation rate | 91.3% | 76.5%+14.8pp | 73.6%+17.7pp | 83.0%+8.3pp |
| Annual return | -0.41% | 75.60%-76.0pp | 62.18%-62.6pp | 41.45%-41.9pp |
| Employer contribution / active EE | $2,498 | $3,176-21.3% | $2,851-12.4% | $4,869-48.7% |
| Participant deferral / active EE | $4,173 | $3,901+7.0% | $3,517+18.7% | $5,287-21.1% |
| Admin fee / account holder | $4,981 | $5,263-5.4% | $4,510+10.4% | $10,132-50.8% |