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 | $73,451 | $45,566+61.2% | $64,105+14.6% | $59,632+23.2% |
| Participation rate | 71.0% | 60.2%+10.8pp | 68.2%+2.8pp | 68.7%+2.3pp |
| Annual return | -3.49% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $1,031 | $934+10.4% | $1,820-43.3% | $2,203-53.2% |
| Participant deferral / active EE | $3,721 | $2,057+80.9% | $2,822+31.9% | $3,192+16.6% |
| Admin fee / account holder | $11,011 | $3,268+237.0% | $4,499+144.7% | $4,297+156.2% |