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 | $30,958 | $74,888-58.7% | $71,209-56.5% | $142,382-78.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 10.77% | 345.14%-334.4pp | 282.51%-271.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,744 | $2,854-38.9% | $2,721-35.9% | $4,299-59.4% |
| Participant deferral / active EE | $1,744 | $4,454-60.9% | $4,175-58.2% | $6,507-73.2% |
| Admin fee / account holder | $24,011 | $5,568+331.2% | $5,349+348.9% | $12,624+90.2% |