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 | $38,960 | $74,888-48.0% | $71,209-45.3% | $142,382-72.6% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 7.40% | 345.14%-337.7pp | 282.51%-275.1pp | 217.08%-209.7pp |
| Employer contribution / active EE | $3,538 | $2,854+24.0% | $2,721+30.0% | $4,299-17.7% |
| Participant deferral / active EE | $3,811 | $4,454-14.4% | $4,175-8.7% | $6,507-41.4% |
| Admin fee / account holder | $37,435 | $5,568+572.3% | $5,349+599.9% | $12,624+196.5% |