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 | $52,329 | $99,877-47.6% | $84,966-38.4% | $145,922-64.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 2.94% | 83.76%-80.8pp | 66.38%-63.4pp | 561.29%-558.3pp |
| Employer contribution / active EE | $2,708 | $3,231-16.2% | $2,727-0.7% | $4,660-41.9% |
| Participant deferral / active EE | $4,841 | $5,291-8.5% | $4,519+7.1% | $6,688-27.6% |
| Admin fee / account holder | $628 | $7,248-91.3% | $6,149-89.8% | $13,397-95.3% |