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 | $56,314 | $85,202-33.9% | $172,739-67.4% | $72,985-22.8% |
| Participation rate | 79.5% | 70.1%+9.5pp | 82.6%-3.1pp | 69.5%+10.1pp |
| Annual return | 12.04% | 27.32%-15.3pp | 802.84%-790.8pp | 81.00%-69.0pp |
| Employer contribution / active EE | $961 | $3,324-71.1% | $5,143-81.3% | $2,440-60.6% |
| Participant deferral / active EE | $2,823 | $3,260-13.4% | $5,198-45.7% | $3,607-21.7% |
| Admin fee / account holder | $12,761 | $5,884+116.9% | $13,954-8.5% | $5,124+149.0% |