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 | $42,490 | $123,793-65.7% | $177,821-76.1% | $79,858-46.8% |
| Participation rate | 77.8% | 84.7%-6.9pp | 87.7%-9.9pp | 69.6%+8.1pp |
| Annual return | 10.30% | 22.82%-12.5pp | 48.32%-38.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,361 | $4,095-66.8% | $5,918-77.0% | $2,471-44.9% |
| Participant deferral / active EE | $7,116 | $5,956+19.5% | $7,714-7.8% | $3,740+90.3% |
| Admin fee / account holder | $17,850 | $7,243+146.5% | $12,427+43.6% | $5,306+236.4% |