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 7-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 | $29,283 | $114,381-74.4% | $107,525-72.8% | $142,382-79.4% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 10.45% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,156 | $4,015-21.4% | $3,754-15.9% | $4,299-26.6% |
| Participant deferral / active EE | $9,507 | $5,564+70.9% | $5,116+85.8% | $6,507+46.1% |
| Admin fee / account holder | $39,647 | $9,860+302.1% | $8,919+344.5% | $12,624+214.1% |