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 | $77,418 | $58,208+33.0% | $81,812-5.4% | $80,856-4.3% |
| Participation rate | 71.1% | 63.4%+7.6pp | 72.3%-1.3pp | 67.6%+3.4pp |
| Annual return | 9.88% | 41.66%-31.8pp | 773.79%-763.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,701 | $2,340-27.3% | $2,912-41.6% | $2,755-38.3% |
| Participant deferral / active EE | $3,290 | $3,281+0.3% | $4,319-23.8% | $4,296-23.4% |
| Admin fee / account holder | $3,215 | $4,981-35.5% | $7,386-56.5% | $6,918-53.5% |