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 | $80,812+55.8% | $160,784-21.7% | $82,448+52.7% |
| Participation rate | 81.3% | 66.2%+15.0pp | 77.0%+4.3pp | 68.1%+13.2pp |
| Annual return | 10.46% | 100.59%-90.1pp | 1803.92%-1793.5pp | 41.64%-31.2pp |
| Employer contribution / active EE | $632 | $2,174-70.9% | $3,733-83.1% | $2,551-75.2% |
| Participant deferral / active EE | $3,537 | $4,335-18.4% | $6,293-43.8% | $4,139-14.5% |
| Admin fee / account holder | $34,689 | $7,695+350.8% | $9,717+257.0% | $7,234+379.5% |