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 | $90,405 | $54,705+65.3% | $71,209+27.0% | $84,808+6.6% |
| Participation rate | 76.7% | 64.1%+12.7pp | 73.8%+3.0pp | 68.3%+8.4pp |
| Annual return | 8.41% | 35.90%-27.5pp | 282.51%-274.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $752 | $2,158-65.2% | $2,721-72.4% | $2,631-71.4% |
| Participant deferral / active EE | $2,960 | $3,030-2.3% | $4,175-29.1% | $4,212-29.7% |
| Admin fee / account holder | $45,302 | $4,863+831.5% | $5,349+747.0% | $7,344+516.9% |