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 | $45,965 | $111,535-58.8% | $105,223-56.3% | $137,256-66.5% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 8.73% | 237.85%-229.1pp | 180.65%-171.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,395 | $3,939-13.8% | $3,689-7.9% | $4,156-18.3% |
| Participant deferral / active EE | $3,426 | $5,500-37.7% | $5,072-32.4% | $6,407-46.5% |
| Admin fee / account holder | $50,505 | $9,721+419.5% | $8,859+470.1% | $12,270+311.6% |