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 | $72,516 | $46,553+55.8% | $64,056+13.2% | $75,163-3.5% |
| Participation rate | 81.5% | 65.9%+15.5pp | 72.3%+9.2pp | 67.2%+14.3pp |
| Annual return | 9.71% | 26.03%-16.3pp | 33.69%-24.0pp | 160.62%-150.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,256 | $2,837+50.0% | $3,880+9.7% | $4,125+3.2% |
| Admin fee / account holder | $634 | $2,952-78.5% | $3,068-79.3% | $5,651-88.8% |