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 | $32,694 | $117,983-72.3% | $101,794-67.9% | $142,382-77.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 2.87% | 36.92%-34.0pp | 30.53%-27.7pp | 217.08%-214.2pp |
| Employer contribution / active EE | $1,887 | $2,773-31.9% | $2,289-17.6% | $4,299-56.1% |
| Participant deferral / active EE | $6,626 | $4,714+40.6% | $4,084+62.2% | $6,507+1.8% |
| Admin fee / account holder | $45,130 | $10,433+332.6% | $8,777+414.2% | $12,624+257.5% |