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 | $55,800 | $109,817-49.2% | $98,442-43.3% | $167,490-66.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 5.70% | 1956.69%-1951.0pp | 1492.73%-1487.0pp | 478.56%-472.9pp |
| Employer contribution / active EE | $698 | $3,224-78.4% | $2,960-76.4% | $4,837-85.6% |
| Participant deferral / active EE | $3,166 | $4,673-32.2% | $4,276-26.0% | $6,341-50.1% |
| Admin fee / account holder | $29,891 | $6,753+342.7% | $5,949+402.4% | $12,309+142.8% |