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 | $97,724 | $48,795+100.3% | $65,493+49.2% | $84,808+15.2% |
| Participation rate | 71.7% | 67.0%+4.7pp | 73.1%-1.4pp | 68.3%+3.4pp |
| Annual return | 10.08% | 20.20%-10.1pp | 982.45%-972.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,010 | $1,930-47.7% | $2,574-60.8% | $2,631-61.6% |
| Participant deferral / active EE | $3,835 | $2,928+31.0% | $3,961-3.2% | $4,212-8.9% |
| Admin fee / account holder | $13,705 | $3,877+253.5% | $5,028+172.6% | $7,344+86.6% |