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 | $59,227 | $97,125-39.0% | $86,233-31.3% | $137,256-56.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 5.97% | 74.19%-68.2pp | 61.39%-55.4pp | 220.34%-214.4pp |
| Employer contribution / active EE | $1,730 | $2,841-39.1% | $2,504-30.9% | $4,156-58.4% |
| Participant deferral / active EE | $4,055 | $5,180-21.7% | $4,559-11.1% | $6,407-36.7% |
| Admin fee / account holder | $10,292 | $9,725+5.8% | $8,342+23.4% | $12,270-16.1% |