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 | $41,089 | $100,773-59.2% | $88,946-53.8% | $142,382-71.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 6.38% | 70.18%-63.8pp | 57.82%-51.4pp | 217.08%-210.7pp |
| Employer contribution / active EE | $1,176 | $2,918-59.7% | $2,555-54.0% | $4,299-72.7% |
| Participant deferral / active EE | $2,723 | $5,230-47.9% | $4,581-40.6% | $6,507-58.2% |
| Admin fee / account holder | $16,345 | $9,693+68.6% | $8,261+97.9% | $12,624+29.5% |