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 | $40,930 | $74,888-45.3% | $71,209-42.5% | $142,382-71.3% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 12.24% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,811 | $2,854-36.6% | $2,721-33.4% | $4,299-57.9% |
| Participant deferral / active EE | $2,947 | $4,454-33.8% | $4,175-29.4% | $6,507-54.7% |
| Admin fee / account holder | $2,708 | $5,568-51.4% | $5,349-49.4% | $12,624-78.6% |