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 | $58,234+32.9% | $81,783-5.3% | $80,874-4.3% |
| Participation rate | 71.1% | 63.4%+7.6pp | 72.4%-1.3pp | 67.6%+3.4pp |
| Annual return | 9.88% | 41.70%-31.8pp | 775.05%-765.2pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,701 | $2,341-27.4% | $2,913-41.6% | $2,756-38.3% |
| Participant deferral / active EE | $3,290 | $3,283+0.2% | $4,320-23.9% | $4,297-23.4% |
| Admin fee / account holder | $3,215 | $4,982-35.5% | $7,380-56.4% | $6,935-53.6% |