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 | $41,322 | $175,202-76.4% | $149,673-72.4% | $139,434-70.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.94% | 166.71%-157.8pp | 134.42%-125.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,814 | $5,474-66.9% | $4,818-62.3% | $4,751-61.8% |
| Participant deferral / active EE | $2,070 | $6,519-68.2% | $5,680-63.6% | $6,710-69.1% |
| Admin fee / account holder | $33,488 | $16,150+107.4% | $13,210+153.5% | $11,403+193.7% |