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 | $35,297 | $74,888-52.9% | $71,209-50.4% | $142,382-75.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 12.34% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,297 | $2,854-19.5% | $2,721-15.6% | $4,299-46.6% |
| Participant deferral / active EE | $9,416 | $4,454+111.4% | $4,175+125.5% | $6,507+44.7% |
| Admin fee / account holder | $14,685 | $5,568+163.7% | $5,349+174.5% | $12,624+16.3% |