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 | $50,189 | $87,540-42.7% | $75,781-33.8% | $125,391-60.0% |
| Participation rate | 73.3% | 80.2%-6.8pp | 75.8%-2.5pp | 83.2%-9.9pp |
| Annual return | -6.69% | 13.48%-20.2pp | 9.68%-16.4pp | 282.22%-288.9pp |
| Employer contribution / active EE | $1,748 | $3,930-55.5% | $3,323-47.4% | $4,866-64.1% |
| Participant deferral / active EE | $4,500 | $4,229+6.4% | $3,651+23.3% | $5,352-15.9% |
| Admin fee / account holder | $12,726 | $6,502+95.7% | $5,299+140.2% | $9,540+33.4% |