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 | $66,688 | $58,694+13.6% | $142,863-53.3% | $85,850-22.3% |
| Participation rate | 84.2% | 58.5%+25.7pp | 71.9%+12.3pp | 69.3%+14.9pp |
| Annual return | 10.80% | 27.72%-16.9pp | 5637.54%-5626.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,776 | $1,423+24.9% | $4,144-57.1% | $2,565-30.7% |
| Participant deferral / active EE | $3,461 | $2,607+32.7% | $3,837-9.8% | $3,952-12.4% |
| Admin fee / account holder | $5,051 | $4,239+19.2% | $6,560-23.0% | $6,260-19.3% |