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 | $35,841 | $96,635-62.9% | $86,612-58.6% | $139,434-74.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 8.96% | 106.41%-97.5pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,872 | $3,263-42.6% | $3,022-38.1% | $4,751-60.6% |
| Participant deferral / active EE | $4,680 | $4,836-3.2% | $4,438+5.5% | $6,710-30.3% |
| Admin fee / account holder | $317 | $6,408-95.0% | $5,614-94.3% | $11,403-97.2% |