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 | $44,496 | $74,888-40.6% | $71,209-37.5% | $142,382-68.7% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 12.98% | 345.14%-332.2pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,304 | $2,854-19.3% | $2,721-15.3% | $4,299-46.4% |
| Participant deferral / active EE | $4,731 | $4,454+6.2% | $4,175+13.3% | $6,507-27.3% |
| Admin fee / account holder | $9,682 | $5,568+73.9% | $5,349+81.0% | $12,624-23.3% |