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 | $56,845 | $142,405-60.1% | $115,157-50.6% | $152,861-62.8% |
| Participation rate | 82.4% | 82.4%0pp | 75.9%+6.5pp | 82.4%-0.1pp |
| Annual return | -2.89% | 41.48%-44.4pp | 35.60%-38.5pp | 345.32%-348.2pp |
| Employer contribution / active EE | $3,752 | $4,010-6.4% | $3,179+18.0% | $4,762-21.2% |
| Participant deferral / active EE | $4,091 | $5,164-20.8% | $4,168-1.8% | $5,850-30.1% |
| Admin fee / account holder | $7,341 | $8,462-13.2% | $7,088+3.6% | $11,596-36.7% |