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 | $41,285 | $172,111-76.0% | $150,298-72.5% | $137,256-69.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 10.97% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,954 | $4,636-57.9% | $4,154-53.0% | $4,156-53.0% |
| Participant deferral / active EE | $5,552 | $6,166-10.0% | $5,453+1.8% | $6,407-13.3% |
| Admin fee / account holder | $1,189 | $16,471-92.8% | $14,116-91.6% | $12,270-90.3% |