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 | $38,698 | $124,319-68.9% | $111,297-65.2% | $167,490-76.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 4.77% | 37.44%-32.7pp | 54.65%-49.9pp | 478.56%-473.8pp |
| Employer contribution / active EE | $3,590 | $3,435+4.5% | $2,731+31.5% | $4,837-25.8% |
| Participant deferral / active EE | $8,145 | $5,180+57.2% | $4,487+81.5% | $6,341+28.5% |
| Admin fee / account holder | $7,441 | $10,618-29.9% | $7,964-6.6% | $12,309-39.6% |