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 | $54,771 | $172,111-68.2% | $150,298-63.6% | $137,256-60.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 2.89% | 69.37%-66.5pp | 62.79%-59.9pp | 220.34%-217.4pp |
| Employer contribution / active EE | $1,256 | $4,636-72.9% | $4,154-69.8% | $4,156-69.8% |
| Participant deferral / active EE | $2,453 | $6,166-60.2% | $5,453-55.0% | $6,407-61.7% |
| Admin fee / account holder | $45,463 | $16,471+176.0% | $14,116+222.1% | $12,270+270.5% |