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 | $51,489 | $165,984-69.0% | $164,813-68.8% | $145,922-64.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 5.33% | 100.03%-94.7pp | 69.93%-64.6pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,123 | $5,273-59.7% | $4,341-51.1% | $4,660-54.4% |
| Participant deferral / active EE | $7,235 | $6,959+4.0% | $6,031+20.0% | $6,688+8.2% |
| Admin fee / account holder | $10,704 | $16,648-35.7% | $12,690-15.6% | $13,397-20.1% |