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 | $58,349 | $34,308+70.1% | $74,701-21.9% | $72,985-20.1% |
| Participation rate | 93.8% | 42.4%+51.5pp | 54.5%+39.4pp | 69.5%+24.4pp |
| Annual return | 16.15% | 26.58%-10.4pp | 752.92%-736.8pp | 81.00%-64.8pp |
| Employer contribution / active EE | $846 | $692+22.3% | $1,084-21.9% | $2,440-65.3% |
| Participant deferral / active EE | $766 | $1,271-39.7% | $1,964-61.0% | $3,607-78.8% |
| Admin fee / account holder | $4,095 | $2,124+92.8% | $3,333+22.9% | $5,124-20.1% |