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 | $41,765 | $115,770-63.9% | $101,248-58.7% | $158,922-73.7% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 3.87% | 56.14%-52.3pp | 46.47%-42.6pp | 302.83%-299.0pp |
| Employer contribution / active EE | $2,605 | $4,175-37.6% | $3,660-28.8% | $4,761-45.3% |
| Participant deferral / active EE | $2,924 | $4,957-41.0% | $4,370-33.1% | $5,982-51.1% |
| Admin fee / account holder | $22,164 | $7,245+205.9% | $5,945+272.8% | $11,246+97.1% |