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 | $50,687 | $74,888-32.3% | $71,209-28.8% | $142,382-64.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 8.79% | 345.14%-336.4pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,028 | $2,854-28.9% | $2,721-25.5% | $4,299-52.8% |
| Participant deferral / active EE | $873 | $4,454-80.4% | $4,175-79.1% | $6,507-86.6% |
| Admin fee / account holder | $10,628 | $5,568+90.9% | $5,349+98.7% | $12,624-15.8% |