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 | $58,393 | $87,540-33.3% | $75,781-22.9% | $125,391-53.4% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -6.50% | 13.48%-20.0pp | 9.68%-16.2pp | 282.22%-288.7pp |
| Employer contribution / active EE | $2,264 | $3,930-42.4% | $3,323-31.9% | $4,866-53.5% |
| Participant deferral / active EE | $4,355 | $4,229+3.0% | $3,651+19.3% | $5,352-18.6% |
| Admin fee / account holder | $16,203 | $6,502+149.2% | $5,299+205.8% | $9,540+69.8% |