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 | $34,424 | $74,888-54.0% | $71,209-51.7% | $142,382-75.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 11.20% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,776 | $2,854-2.8% | $2,721+2.0% | $4,299-35.4% |
| Participant deferral / active EE | $5,161 | $4,454+15.9% | $4,175+23.6% | $6,507-20.7% |
| Admin fee / account holder | $19,398 | $5,568+248.4% | $5,349+262.7% | $12,624+53.7% |