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 | $35,727 | $74,888-52.3% | $71,209-49.8% | $142,382-74.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 9.11% | 345.14%-336.0pp | 282.51%-273.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,404 | $2,854-50.8% | $2,721-48.4% | $4,299-67.3% |
| Participant deferral / active EE | $1,862 | $4,454-58.2% | $4,175-55.4% | $6,507-71.4% |
| Admin fee / account holder | $4,674 | $5,568-16.1% | $5,349-12.6% | $12,624-63.0% |