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 | $41,536 | $112,096-62.9% | $95,952-56.7% | $158,922-73.9% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 4.92% | 171.09%-166.2pp | 91.61%-86.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,752 | $3,198-45.2% | $2,541-31.1% | $4,761-63.2% |
| Participant deferral / active EE | $1,978 | $4,784-58.6% | $4,167-52.5% | $5,982-66.9% |
| Admin fee / account holder | $1,741 | $10,130-82.8% | $6,795-74.4% | $11,246-84.5% |