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 | $57,206 | $209,411-72.7% | $178,490-68.0% | $158,922-64.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 1.16% | 188.75%-187.6pp | 151.07%-149.9pp | 302.83%-301.7pp |
| Employer contribution / active EE | $1,717 | $5,706-69.9% | $5,011-65.7% | $4,761-63.9% |
| Participant deferral / active EE | $3,198 | $5,954-46.3% | $5,202-38.5% | $5,982-46.5% |
| Admin fee / account holder | $9,173 | $17,074-46.3% | $13,984-34.4% | $11,246-18.4% |