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 | $56,496 | $63,861-11.5% | $104,607-46.0% | $79,858-29.3% |
| Participation rate | 71.0% | 64.9%+6.0pp | 74.1%-3.1pp | 69.6%+1.3pp |
| Annual return | 10.10% | 21.30%-11.2pp | 340.46%-330.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,267 | $1,588+42.7% | $2,681-15.4% | $2,471-8.3% |
| Participant deferral / active EE | $3,536 | $2,693+31.3% | $3,740-5.4% | $3,740-5.5% |
| Admin fee / account holder | $961 | $4,185-77.0% | $6,473-85.2% | $5,306-81.9% |