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 | $36,311 | $74,888-51.5% | $71,209-49.0% | $142,382-74.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 11.65% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,334 | $2,854-53.3% | $2,721-51.0% | $4,299-69.0% |
| Participant deferral / active EE | $2,963 | $4,454-33.5% | $4,175-29.0% | $6,507-54.5% |
| Admin fee / account holder | $16,363 | $5,568+193.9% | $5,349+205.9% | $12,624+29.6% |