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 | $43,346 | $72,071-39.9% | $68,368-36.6% | $137,256-68.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 7.44% | 353.14%-345.7pp | 292.57%-285.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,589 | $2,788-43.0% | $2,649-40.0% | $4,156-61.8% |
| Participant deferral / active EE | $6,798 | $4,410+54.2% | $4,123+64.9% | $6,407+6.1% |
| Admin fee / account holder | $40,682 | $5,336+662.5% | $5,150+690.0% | $12,270+231.5% |