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 | $104,940 | $115,770-9.4% | $101,248+3.6% | $158,922-34.0% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 3.12% | 56.14%-53.0pp | 46.47%-43.3pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,510 | $4,175-39.9% | $3,660-31.4% | $4,761-47.3% |
| Participant deferral / active EE | $3,316 | $4,957-33.1% | $4,370-24.1% | $5,982-44.6% |
| Admin fee / account holder | $33,830 | $7,245+366.9% | $5,945+469.0% | $11,246+200.8% |