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 | $24,397 | $118,849-79.5% | $96,562-74.7% | $167,490-85.4% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 2.06% | 50.49%-48.4pp | 37.78%-35.7pp | 478.56%-476.5pp |
| Employer contribution / active EE | $1,511 | $3,120-51.6% | $2,356-35.9% | $4,837-68.8% |
| Participant deferral / active EE | $5,319 | $4,616+15.2% | $3,849+38.2% | $6,341-16.1% |
| Admin fee / account holder | $10,471 | $8,065+29.8% | $6,181+69.4% | $12,309-14.9% |