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 | $38,852 | $209,411-81.4% | $178,490-78.2% | $158,922-75.6% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 1.53% | 188.75%-187.2pp | 151.07%-149.5pp | 302.83%-301.3pp |
| Employer contribution / active EE | $1,845 | $5,706-67.7% | $5,011-63.2% | $4,761-61.2% |
| Participant deferral / active EE | $3,534 | $5,954-40.7% | $5,202-32.1% | $5,982-40.9% |
| Admin fee / account holder | $5,580 | $17,074-67.3% | $13,984-60.1% | $11,246-50.4% |