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 | $26,681 | $94,338-71.7% | $100,534-73.5% | $142,382-81.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 80.6%+2.7pp | 80.1%+3.2pp |
| Annual return | 10.94% | 29.20%-18.3pp | 32.66%-21.7pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,224 | $4,237-47.5% | $4,346-48.8% | $4,299-48.3% |
| Participant deferral / active EE | $6,342 | $5,934+6.9% | $6,144+3.2% | $6,507-2.5% |
| Admin fee / account holder | $72,874 | $8,421+765.4% | $7,654+852.1% | $12,624+477.3% |