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 | $125,921 | $83,902+50.1% | $167,512-24.8% | $84,808+48.5% |
| Participation rate | 81.3% | 66.5%+14.8pp | 77.1%+4.2pp | 68.3%+12.9pp |
| Annual return | 10.46% | 91.55%-81.1pp | 1615.79%-1605.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $632 | $2,264-72.1% | $3,882-83.7% | $2,631-76.0% |
| Participant deferral / active EE | $3,537 | $4,442-20.4% | $6,405-44.8% | $4,212-16.0% |
| Admin fee / account holder | $34,689 | $7,915+338.3% | $9,769+255.1% | $7,344+372.4% |