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 | $28,808 | $202,432-85.8% | $169,368-83.0% | $139,434-79.3% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 6.04% | 531.74%-525.7pp | 405.60%-399.6pp | 372.94%-366.9pp |
| Employer contribution / active EE | $1,333 | $4,692-71.6% | $4,013-66.8% | $4,751-71.9% |
| Participant deferral / active EE | $4,055 | $6,938-41.6% | $6,221-34.8% | $6,710-39.6% |
| Admin fee / account holder | $2,639 | $10,708-75.4% | $9,003-70.7% | $11,403-76.9% |