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 | $49,259 | $167,484-70.6% | $151,611-67.5% | $134,475-63.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -21.60% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,853 | $6,829-72.9% | $6,166-69.9% | $4,740-60.9% |
| Participant deferral / active EE | $3,784 | $8,986-57.9% | $8,363-54.8% | $6,400-40.9% |
| Admin fee / account holder | $440 | $13,783-96.8% | $11,616-96.2% | $11,426-96.2% |