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 | $45,937 | $77,145-40.5% | $108,410-57.6% | $85,850-46.5% |
| Participation rate | 71.8% | 74.7%-2.9pp | 80.1%-8.3pp | 69.3%+2.5pp |
| Annual return | 12.79% | 44.54%-31.7pp | 905.27%-892.5pp | 318.53%-305.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,378 | $5,566-39.3% | $6,563-48.5% | $3,952-14.5% |
| Admin fee / account holder | $8,912 | $5,172+72.3% | $7,295+22.2% | $6,260+42.4% |