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 | $58,579 | $30,400+92.7% | $53,898+8.7% | $84,808-30.9% |
| Participation rate | 78.8% | 46.4%+32.3pp | 55.0%+23.8pp | 68.3%+10.5pp |
| Annual return | 13.92% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,575 | $603+161.2% | $932+68.9% | $2,631-40.2% |
| Participant deferral / active EE | $3,141 | $1,199+162.1% | $1,826+72.0% | $4,212-25.4% |
| Admin fee / account holder | $1,485 | $1,993-25.5% | $2,491-40.4% | $7,344-79.8% |