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 | $31,399 | $74,888-58.1% | $71,209-55.9% | $142,382-77.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.13% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,455 | $2,854-14.0% | $2,721-9.8% | $4,299-42.9% |
| Participant deferral / active EE | $4,270 | $4,454-4.1% | $4,175+2.3% | $6,507-34.4% |
| Admin fee / account holder | $24,924 | $5,568+347.6% | $5,349+366.0% | $12,624+97.4% |