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 | $42,778 | $88,710-51.8% | $81,783-47.7% | $145,959-70.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | 7.43% | 1027.26%-1019.8pp | 775.05%-767.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $2,509 | $3,083-18.6% | $2,913-13.9% | $4,661-46.2% |
| Participant deferral / active EE | $2,984 | $4,645-35.8% | $4,320-30.9% | $6,689-55.4% |
| Admin fee / account holder | $1,402 | $8,407-83.3% | $7,380-81.0% | $13,398-89.5% |