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 | $132,304 | $83,902+57.7% | $167,512-21.0% | $84,808+56.0% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.1%-7.1pp | 68.3%+1.7pp |
| Annual return | 10.72% | 91.55%-80.8pp | 1615.79%-1605.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $596 | $2,264-73.7% | $3,882-84.6% | $2,631-77.3% |
| Participant deferral / active EE | $4,599 | $4,442+3.5% | $6,405-28.2% | $4,212+9.2% |
| Admin fee / account holder | $37,864 | $7,915+378.4% | $9,769+287.6% | $7,344+415.6% |