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 | $56,127 | $52,353+7.2% | $120,225-53.3% | $82,448-31.9% |
| Participation rate | 70.4% | 58.3%+12.1pp | 69.6%+0.8pp | 68.1%+2.3pp |
| Annual return | 10.11% | 61.85%-51.7pp | 439.23%-429.1pp | 41.64%-31.5pp |
| Employer contribution / active EE | $261 | $1,510-82.7% | $3,475-92.5% | $2,551-89.8% |
| Participant deferral / active EE | $3,505 | $2,627+33.4% | $3,999-12.4% | $4,139-15.3% |
| Admin fee / account holder | $7,913 | $4,363+81.4% | $5,696+38.9% | $7,234+9.4% |