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 | $26,218 | $24,730+6.0% | $66,042-60.3% | $84,808-69.1% |
| Participation rate | 71.2% | 68.1%+3.1pp | 67.5%+3.7pp | 68.3%+2.9pp |
| Annual return | 13.56% | 79.55%-66.0pp | 52.11%-38.6pp | 40.90%-27.3pp |
| Employer contribution / active EE | $669 | $857-21.9% | $1,579-57.6% | $2,631-74.6% |
| Participant deferral / active EE | $1,762 | $1,737+1.4% | $2,835-37.9% | $4,212-58.2% |
| Admin fee / account holder | $1,074 | $3,014-64.4% | $5,747-81.3% | $7,344-85.4% |