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 | $72,071-49.6% | $68,368-46.9% | $137,256-73.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 11.65% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,334 | $2,788-52.2% | $2,649-49.7% | $4,156-67.9% |
| Participant deferral / active EE | $2,963 | $4,410-32.8% | $4,123-28.1% | $6,407-53.8% |
| Admin fee / account holder | $16,363 | $5,336+206.7% | $5,150+217.7% | $12,270+33.4% |