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 | $58,062 | $133,958-56.7% | $112,228-48.3% | $134,475-56.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.03% | 47.11%-68.1pp | 27.45%-48.5pp | 417.96%-439.0pp |
| Employer contribution / active EE | $3,140 | $4,038-22.2% | $3,635-13.6% | $4,740-33.8% |
| Participant deferral / active EE | $7,051 | $5,291+33.3% | $4,728+49.1% | $6,400+10.2% |
| Admin fee / account holder | $8,502 | $7,489+13.5% | $6,410+32.6% | $11,426-25.6% |