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 | $41,648 | $49,922-16.6% | $80,569-48.3% | $75,163-44.6% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 9.05% | 34.69%-25.6pp | 935.43%-926.4pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,804 | $1,698+6.2% | $2,723-33.8% | $2,670-32.4% |
| Participant deferral / active EE | $2,770 | $2,990-7.4% | $4,447-37.7% | $4,125-32.8% |
| Admin fee / account holder | $4,586 | $3,577+28.2% | $5,377-14.7% | $5,651-18.8% |