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 | $33,054 | $209,411-84.2% | $178,490-81.5% | $158,922-79.2% |
| Participation rate | 78.3% | 86.3%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | -1.90% | 188.75%-190.7pp | 151.07%-153.0pp | 302.83%-304.7pp |
| Employer contribution / active EE | $1,787 | $5,706-68.7% | $5,011-64.3% | $4,761-62.5% |
| Participant deferral / active EE | $2,122 | $5,954-64.4% | $5,202-59.2% | $5,982-64.5% |
| Admin fee / account holder | $19,651 | $17,074+15.1% | $13,984+40.5% | $11,246+74.7% |