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 | $59,299 | $74,888-20.8% | $71,209-16.7% | $142,382-58.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 2.30% | 345.14%-342.8pp | 282.51%-280.2pp | 217.08%-214.8pp |
| Employer contribution / active EE | $4,080 | $2,854+42.9% | $2,721+49.9% | $4,299-5.1% |
| Participant deferral / active EE | $7,886 | $4,454+77.0% | $4,175+88.9% | $6,507+21.2% |
| Admin fee / account holder | $19,128 | $5,568+243.5% | $5,349+257.6% | $12,624+51.5% |