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 | $59,726 | $105,998-43.7% | $92,233-35.2% | $147,584-59.5% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 9.12% | 50.05%-40.9pp | 176.28%-167.2pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,669 | $4,333-61.5% | $3,679-54.7% | $4,876-65.8% |
| Participant deferral / active EE | $3,514 | $4,478-21.5% | $3,897-9.8% | $5,439-35.4% |
| Admin fee / account holder | $14,353 | $6,332+126.7% | $5,194+176.4% | $10,885+31.9% |