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 | $39,483 | $217,402-81.8% | $185,823-78.8% | $167,490-76.4% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 4.73% | 148.36%-143.6pp | 122.05%-117.3pp | 478.56%-473.8pp |
| Employer contribution / active EE | $7,392 | $5,873+25.9% | $5,167+43.1% | $4,837+52.8% |
| Participant deferral / active EE | $4,687 | $6,356-26.3% | $5,568-15.8% | $6,341-26.1% |
| Admin fee / account holder | $44,250 | $19,811+123.4% | $16,237+172.5% | $12,309+259.5% |