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 | $78,078 | $49,922+56.4% | $80,569-3.1% | $75,163+3.9% |
| Participation rate | 86.0% | 55.3%+30.7pp | 67.0%+19.0pp | 67.2%+18.9pp |
| Annual return | 13.13% | 34.69%-21.6pp | 935.43%-922.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $707 | $1,698-58.4% | $2,723-74.0% | $2,670-73.5% |
| Participant deferral / active EE | $6,630 | $2,990+121.7% | $4,447+49.1% | $4,125+60.7% |
| Admin fee / account holder | $20,517 | $3,577+473.6% | $5,377+281.6% | $5,651+263.1% |