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 | $82,313 | $185,822-55.7% | $169,993-51.6% | $139,434-41.0% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | -2.23% | 60.50%-62.7pp | 53.37%-55.6pp | 372.94%-375.2pp |
| Employer contribution / active EE | $3,364 | $7,590-55.7% | $6,785-50.4% | $4,751-29.2% |
| Participant deferral / active EE | $3,581 | $11,622-69.2% | $10,408-65.6% | $6,710-46.6% |
| Admin fee / account holder | $7,673 | $15,381-50.1% | $12,815-40.1% | $11,403-32.7% |