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 | $33,484 | $74,888-55.3% | $71,209-53.0% | $142,382-76.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 12.40% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $849 | $2,854-70.3% | $2,721-68.8% | $4,299-80.2% |
| Participant deferral / active EE | $1,983 | $4,454-55.5% | $4,175-52.5% | $6,507-69.5% |
| Admin fee / account holder | $20,984 | $5,568+276.8% | $5,349+292.3% | $12,624+66.2% |