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 | $82,371 | $60,124+37.0% | $90,404-8.9% | $79,858+3.1% |
| Participation rate | 81.3% | 65.0%+16.3pp | 72.7%+8.6pp | 69.6%+11.6pp |
| Annual return | 10.24% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,744 | $2,068-15.6% | $3,262-46.5% | $2,471-29.4% |
| Participant deferral / active EE | $2,396 | $2,938-18.5% | $3,963-39.5% | $3,740-35.9% |
| Admin fee / account holder | $6,486 | $3,976+63.1% | $5,611+15.6% | $5,306+22.2% |