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 | $125,238 | $72,071+73.8% | $68,368+83.2% | $137,256-8.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 11.48% | 353.14%-341.7pp | 292.57%-281.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,114 | $2,788-60.0% | $2,649-57.9% | $4,156-73.2% |
| Participant deferral / active EE | $1,114 | $4,410-74.7% | $4,123-73.0% | $6,407-82.6% |
| Admin fee / account holder | $4,167 | $5,336-21.9% | $5,150-19.1% | $12,270-66.0% |