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 | $47,616 | $74,888-36.4% | $71,209-33.1% | $142,382-66.6% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 9.98% | 345.14%-335.2pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $6,669 | $2,854+133.6% | $2,721+145.1% | $4,299+55.1% |
| Participant deferral / active EE | $10,843 | $4,454+143.4% | $4,175+159.7% | $6,507+66.6% |
| Admin fee / account holder | $5,391 | $5,568-3.2% | $5,349+0.8% | $12,624-57.3% |