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 | $100,814 | $165,335-39.0% | $149,696-32.7% | $158,922-36.6% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 7.53% | 348.15%-340.6pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,944 | $5,103-61.9% | $4,644-58.1% | $4,761-59.2% |
| Participant deferral / active EE | $5,441 | $7,181-24.2% | $6,842-20.5% | $5,982-9.1% |
| Admin fee / account holder | $44,734 | $10,807+314.0% | $9,309+380.6% | $11,246+297.8% |