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 | $64,039 | $109,881-41.7% | $150,045-57.3% | $84,808-24.5% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | -7.38% | 28.25%-35.6pp | 62.55%-69.9pp | 40.90%-48.3pp |
| Employer contribution / active EE | $5,554 | $3,561+56.0% | $4,693+18.3% | $2,631+111.1% |
| Participant deferral / active EE | $9,368 | $6,636+41.2% | $7,997+17.1% | $4,212+122.4% |
| Admin fee / account holder | $9,831 | $8,568+14.7% | $13,435-26.8% | $7,344+33.9% |