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 | $42,992 | $100,773-57.3% | $88,946-51.7% | $142,382-69.8% |
| Participation rate | 73.7% | 74.3%-0.6pp | 68.8%+4.8pp | 80.1%-6.4pp |
| Annual return | 9.82% | 70.18%-60.4pp | 57.82%-48.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,061 | $2,918-29.4% | $2,555-19.3% | $4,299-52.1% |
| Participant deferral / active EE | $3,525 | $5,230-32.6% | $4,581-23.1% | $6,507-45.8% |
| Admin fee / account holder | $33,177 | $9,693+242.3% | $8,261+301.6% | $12,624+162.8% |