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 | $109,855 | $77,145+42.4% | $108,410+1.3% | $85,850+28.0% |
| Participation rate | 82.1% | 74.7%+7.4pp | 80.1%+1.9pp | 69.3%+12.7pp |
| Annual return | 12.16% | 44.54%-32.4pp | 905.27%-893.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $333 | $2,379-86.0% | $3,558-90.6% | $2,565-87.0% |
| Participant deferral / active EE | $3,265 | $5,566-41.3% | $6,563-50.2% | $3,952-17.4% |
| Admin fee / account holder | $4,256 | $5,172-17.7% | $7,295-41.7% | $6,260-32.0% |