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 | $57,966 | $96,635-40.0% | $86,612-33.1% | $139,434-58.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 7.45% | 106.41%-99.0pp | 591.07%-583.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,921 | $3,263-41.1% | $3,022-36.4% | $4,751-59.6% |
| Participant deferral / active EE | $4,495 | $4,836-7.1% | $4,438+1.3% | $6,710-33.0% |
| Admin fee / account holder | $128,019 | $6,408+1897.9% | $5,614+2180.3% | $11,403+1022.7% |