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 | $97,310 | $34,308+183.6% | $74,701+30.3% | $72,985+33.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 10.61% | 26.58%-16.0pp | 752.92%-742.3pp | 81.00%-70.4pp |
| Employer contribution / active EE | $395 | $692-42.9% | $1,084-63.5% | $2,440-83.8% |
| Participant deferral / active EE | $5,367 | $1,271+322.2% | $1,964+173.3% | $3,607+48.8% |
| Admin fee / account holder | $1,458 | $2,124-31.4% | $3,333-56.3% | $5,124-71.6% |