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 | $52,445 | $76,000-31.0% | $154,107-66.0% | $64,186-18.3% |
| Participation rate | 71.8% | 70.4%+1.4pp | 83.0%-11.2pp | 69.6%+2.2pp |
| Annual return | -9.92% | 30.32%-40.2pp | 735.12%-745.0pp | 7.63%-17.6pp |
| Employer contribution / active EE | $552 | $3,351-83.5% | $5,298-89.6% | $2,381-76.8% |
| Participant deferral / active EE | $5,431 | $3,175+71.1% | $5,081+6.9% | $3,470+56.5% |
| Admin fee / account holder | $2,677 | $5,596-52.2% | $13,411-80.0% | $4,888-45.2% |