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 | $27,225 | $111,535-75.6% | $105,223-74.1% | $137,256-80.2% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 10.57% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,474 | $3,939-11.8% | $3,689-5.8% | $4,156-16.4% |
| Participant deferral / active EE | $5,153 | $5,500-6.3% | $5,072+1.6% | $6,407-19.6% |
| Admin fee / account holder | $13,268 | $9,721+36.5% | $8,859+49.8% | $12,270+8.1% |