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 | $53,916 | $108,919-50.5% | $100,391-46.3% | $145,922-63.1% |
| Participation rate | 92.3% | 82.9%+9.4pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 5.22% | 57.88%-52.7pp | 49.20%-44.0pp | 561.29%-556.1pp |
| Employer contribution / active EE | $4,373 | $4,419-1.1% | $3,942+10.9% | $4,660-6.2% |
| Participant deferral / active EE | $5,417 | $8,445-35.9% | $8,082-33.0% | $6,688-19.0% |
| Admin fee / account holder | $507 | $9,689-94.8% | $7,899-93.6% | $13,397-96.2% |