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 | $36,097 | $74,888-51.8% | $71,209-49.3% | $142,382-74.6% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.1%-1.9pp |
| Annual return | 7.67% | 345.14%-337.5pp | 282.51%-274.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,445 | $2,854-49.4% | $2,721-46.9% | $4,299-66.4% |
| Participant deferral / active EE | $2,529 | $4,454-43.2% | $4,175-39.4% | $6,507-61.1% |
| Admin fee / account holder | $2,701 | $5,568-51.5% | $5,349-49.5% | $12,624-78.6% |