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 | $71,187 | $118,680-40.0% | $98,907-28.0% | $158,922-55.2% |
| Participation rate | 78.9% | 77.8%+1.1pp | 76.0%+2.9pp | 82.0%-3.0pp |
| Annual return | -0.02% | 372.35%-372.4pp | 196.43%-196.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,868 | $3,333-44.0% | $2,689-30.5% | $4,761-60.8% |
| Participant deferral / active EE | $5,792 | $5,088+13.8% | $4,244+36.5% | $5,982-3.2% |
| Admin fee / account holder | $2,320 | $10,131-77.1% | $6,642-65.1% | $11,246-79.4% |