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 | $86,337 | $72,071+19.8% | $68,368+26.3% | $137,256-37.1% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 12.86% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $420 | $2,788-84.9% | $2,649-84.2% | $4,156-89.9% |
| Participant deferral / active EE | $2,799 | $4,410-36.5% | $4,123-32.1% | $6,407-56.3% |
| Admin fee / account holder | $17,543 | $5,336+228.8% | $5,150+240.7% | $12,270+43.0% |