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 | $64,747 | $63,861+1.4% | $104,607-38.1% | $79,858-18.9% |
| Participation rate | 71.9% | 64.9%+7.0pp | 74.1%-2.2pp | 69.6%+2.2pp |
| Annual return | 8.02% | 21.30%-13.3pp | 340.46%-332.4pp | 31.71%-23.7pp |
| Employer contribution / active EE | $3,149 | $1,588+98.2% | $2,681+17.5% | $2,471+27.4% |
| Participant deferral / active EE | $4,504 | $2,693+67.2% | $3,740+20.4% | $3,740+20.4% |
| Admin fee / account holder | $8,493 | $4,185+102.9% | $6,473+31.2% | $5,306+60.1% |