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 | $36,488 | $102,966-64.6% | $90,281-59.6% | $152,861-76.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 1.86% | 95.16%-93.3pp | 78.10%-76.2pp | 345.32%-343.5pp |
| Employer contribution / active EE | $3,449 | $3,139+9.9% | $2,854+20.8% | $4,762-27.6% |
| Participant deferral / active EE | $2,625 | $4,281-38.7% | $3,885-32.5% | $5,850-55.1% |
| Admin fee / account holder | $54,887 | $6,171+789.5% | $5,351+925.7% | $11,596+373.3% |