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 | $66,759 | $74,888-10.9% | $71,209-6.2% | $142,382-53.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 9.85% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,517 | $2,854-46.9% | $2,721-44.3% | $4,299-64.7% |
| Participant deferral / active EE | $5,264 | $4,454+18.2% | $4,175+26.1% | $6,507-19.1% |
| Admin fee / account holder | $17,434 | $5,568+213.1% | $5,349+225.9% | $12,624+38.1% |