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 | $47,047 | $94,529-50.2% | $140,016-66.4% | $64,186-26.7% |
| Participation rate | 86.1% | 84.1%+2.0pp | 87.5%-1.4pp | 69.6%+16.5pp |
| Annual return | -7.66% | 7.77%-15.4pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,019 | $3,812-20.8% | $5,606-46.1% | $2,381+26.8% |
| Participant deferral / active EE | $4,913 | $5,250-6.4% | $6,927-29.1% | $3,470+41.6% |
| Admin fee / account holder | $1,433 | $6,741-78.7% | $10,705-86.6% | $4,888-70.7% |