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 | $56,247 | $111,535-49.6% | $105,223-46.5% | $137,256-59.0% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 10.07% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,129 | $3,939-45.9% | $3,689-42.3% | $4,156-48.8% |
| Participant deferral / active EE | $4,542 | $5,500-17.4% | $5,072-10.5% | $6,407-29.1% |
| Admin fee / account holder | $90,156 | $9,721+827.4% | $8,859+917.7% | $12,270+634.8% |