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 | $57,004 | $91,538-37.7% | $129,995-56.1% | $75,163-24.2% |
| Participation rate | 72.7% | 71.4%+1.3pp | 78.5%-5.8pp | 67.2%+5.5pp |
| Annual return | 5.60% | -631.11%+636.7pp | -137.18%+142.8pp | 160.62%-155.0pp |
| Employer contribution / active EE | $2,105 | $2,845-26.0% | $4,320-51.3% | $2,670-21.2% |
| Participant deferral / active EE | $6,633 | $4,341+52.8% | $5,820+14.0% | $4,125+60.8% |
| Admin fee / account holder | $7,776 | $6,790+14.5% | $10,614-26.7% | $5,651+37.6% |