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 | $40,996 | $94,752-56.7% | $112,887-63.7% | $139,434-70.6% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 8.97% | 40.88%-31.9pp | 34.10%-25.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,821 | $4,625-39.0% | $4,563-38.2% | $4,751-40.6% |
| Participant deferral / active EE | $5,929 | $6,512-9.0% | $6,513-9.0% | $6,710-11.6% |
| Admin fee / account holder | $16,627 | $8,527+95.0% | $7,047+135.9% | $11,403+45.8% |