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 | $59,654 | $70,669-15.6% | $169,368-64.8% | $75,163-20.6% |
| Participation rate | 81.7% | 64.8%+16.9pp | 77.1%+4.6pp | 67.2%+14.5pp |
| Annual return | 12.19% | 36.36%-24.2pp | 405.60%-393.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,930 | $2,211-12.7% | $4,013-51.9% | $2,670-27.7% |
| Participant deferral / active EE | $3,017 | $4,311-30.0% | $6,221-51.5% | $4,125-26.9% |
| Admin fee / account holder | $3,292 | $5,402-39.1% | $9,003-63.4% | $5,651-41.7% |