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 | $100,773-41.2% | $88,946-33.4% | $142,382-58.4% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.8%+1.2pp | 80.1%-10.1pp |
| Annual return | 5.97% | 70.18%-64.2pp | 57.82%-51.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,730 | $2,918-40.7% | $2,555-32.3% | $4,299-59.8% |
| Participant deferral / active EE | $4,055 | $5,230-22.5% | $4,581-11.5% | $6,507-37.7% |
| Admin fee / account holder | $10,292 | $9,693+6.2% | $8,261+24.6% | $12,624-18.5% |