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 | $81,062 | $53,516+51.5% | $126,539-35.9% | $84,808-4.4% |
| Participation rate | 78.6% | 58.2%+20.3pp | 69.8%+8.8pp | 68.3%+10.3pp |
| Annual return | 9.56% | 58.34%-48.8pp | 425.95%-416.4pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,967 | $1,535+93.3% | $3,674-19.3% | $2,631+12.8% |
| Participant deferral / active EE | $3,592 | $2,671+34.5% | $4,083-12.0% | $4,212-14.7% |
| Admin fee / account holder | $2,085 | $4,497-53.6% | $6,065-65.6% | $7,344-71.6% |