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 | $61,172 | $91,538-33.2% | $129,995-52.9% | $75,163-18.6% |
| Participation rate | 74.0% | 71.4%+2.6pp | 78.5%-4.5pp | 67.2%+6.8pp |
| Annual return | 12.23% | -631.11%+643.3pp | -137.18%+149.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,398 | $2,845-15.7% | $4,320-44.5% | $2,670-10.2% |
| Participant deferral / active EE | $3,926 | $4,341-9.6% | $5,820-32.5% | $4,125-4.8% |
| Admin fee / account holder | $11,458 | $6,790+68.7% | $10,614+7.9% | $5,651+102.8% |