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 | $72,071-49.9% | $68,368-47.2% | $137,256-73.7% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 7.67% | 353.14%-345.5pp | 292.57%-284.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,445 | $2,788-48.2% | $2,649-45.4% | $4,156-65.2% |
| Participant deferral / active EE | $2,529 | $4,410-42.6% | $4,123-38.6% | $6,407-60.5% |
| Admin fee / account holder | $2,701 | $5,336-49.4% | $5,150-47.6% | $12,270-78.0% |