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 | $34,681 | $101,069-65.7% | $81,478-57.4% | $147,584-76.5% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 4.70% | 32.40%-27.7pp | 38.78%-34.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,117 | $3,205-65.1% | $2,568-56.5% | $4,876-77.1% |
| Participant deferral / active EE | $5,558 | $4,242+31.0% | $3,537+57.2% | $5,439+2.2% |
| Admin fee / account holder | $40,989 | $5,812+605.3% | $4,561+798.7% | $10,885+276.6% |