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 | $55,067 | $94,529-41.7% | $140,016-60.7% | $64,186-14.2% |
| Participation rate | 71.4% | 84.1%-12.7pp | 87.5%-16.1pp | 69.6%+1.9pp |
| Annual return | -7.88% | 7.77%-15.7pp | 651.12%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,195 | $3,812-68.7% | $5,606-78.7% | $2,381-49.8% |
| Participant deferral / active EE | $7,031 | $5,250+33.9% | $6,927+1.5% | $3,470+102.6% |
| Admin fee / account holder | $5,764 | $6,741-14.5% | $10,705-46.2% | $4,888+17.9% |