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 | $38,511 | $72,071-46.6% | $68,368-43.7% | $137,256-71.9% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 9.75% | 353.14%-343.4pp | 292.57%-282.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,377 | $2,788-14.8% | $2,649-10.3% | $4,156-42.8% |
| Participant deferral / active EE | $8,164 | $4,410+85.1% | $4,123+98.0% | $6,407+27.4% |
| Admin fee / account holder | $6,475 | $5,336+21.4% | $5,150+25.7% | $12,270-47.2% |