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 | $24,531 | $72,400-66.1% | $67,502-63.7% | $145,922-83.2% |
| Participation rate | 76.9% | 76.9%+0.1pp | 72.9%+4.0pp | 80.3%-3.4pp |
| Annual return | 7.65% | 7182.46%-7174.8pp | 3512.12%-3504.5pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,150 | $3,069-62.5% | $2,731-57.9% | $4,660-75.3% |
| Participant deferral / active EE | $1,093 | $4,783-77.1% | $4,000-72.7% | $6,688-83.7% |
| Admin fee / account holder | $7,385 | $5,539+33.3% | $3,998+84.7% | $13,397-44.9% |