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 | $41,089 | $97,125-57.7% | $86,233-52.4% | $137,256-70.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 6.38% | 74.19%-67.8pp | 61.39%-55.0pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,176 | $2,841-58.6% | $2,504-53.1% | $4,156-71.7% |
| Participant deferral / active EE | $2,723 | $5,180-47.4% | $4,559-40.3% | $6,407-57.5% |
| Admin fee / account holder | $16,345 | $9,725+68.1% | $8,342+95.9% | $12,270+33.2% |