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 | $83,891 | $112,881-25.7% | $90,951-7.8% | $158,922-47.2% |
| Participation rate | 78.3% | 74.7%+3.5pp | 69.0%+9.3pp | 82.0%-3.7pp |
| Annual return | 2.84% | 215.79%-213.0pp | 134.60%-131.8pp | 302.83%-300.0pp |
| Employer contribution / active EE | $870 | $2,893-69.9% | $2,122-59.0% | $4,761-81.7% |
| Participant deferral / active EE | $6,642 | $4,128+60.9% | $3,373+96.9% | $5,982+11.0% |
| Admin fee / account holder | $375 | $8,041-95.3% | $5,959-93.7% | $11,246-96.7% |