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 | $73,681 | $56,114+31.3% | $96,139-23.4% | $85,850-14.2% |
| Participation rate | 73.7% | 56.7%+17.0pp | 68.4%+5.2pp | 69.3%+4.4pp |
| Annual return | 11.13% | 42.30%-31.2pp | 191.94%-180.8pp | 318.53%-307.4pp |
| Employer contribution / active EE | $258 | $1,620-84.1% | $2,797-90.8% | $2,565-90.0% |
| Participant deferral / active EE | $3,066 | $2,859+7.2% | $4,349-29.5% | $3,952-22.4% |
| Admin fee / account holder | $939 | $3,768-75.1% | $5,537-83.0% | $6,260-85.0% |