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 | $49,587 | $91,552-45.8% | $133,956-63.0% | $79,858-37.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | -3.24% | 61.85%-65.1pp | 45.09%-48.3pp | 31.71%-35.0pp |
| Employer contribution / active EE | $1,529 | $2,384-35.8% | $3,919-61.0% | $2,471-38.1% |
| Participant deferral / active EE | $2,735 | $3,733-26.7% | $5,048-45.8% | $3,740-26.9% |
| Admin fee / account holder | $6,475 | $6,321+2.4% | $8,927-27.5% | $5,306+22.0% |