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 | $42,071 | $81,632-48.5% | $70,449-40.3% | $158,922-73.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.86% | 208.40%-204.5pp | 109.03%-105.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $1,197 | $3,217-62.8% | $2,737-56.2% | $4,761-74.9% |
| Participant deferral / active EE | $2,463 | $4,554-45.9% | $3,709-33.6% | $5,982-58.8% |
| Admin fee / account holder | $12,369 | $6,193+99.7% | $3,845+221.7% | $11,246+10.0% |