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 | $56,382 | $102,966-45.2% | $90,281-37.5% | $152,861-63.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 3.89% | 95.16%-91.3pp | 78.10%-74.2pp | 345.32%-341.4pp |
| Employer contribution / active EE | $8,364 | $3,139+166.5% | $2,854+193.0% | $4,762+75.6% |
| Participant deferral / active EE | $3,171 | $4,281-25.9% | $3,885-18.4% | $5,850-45.8% |
| Admin fee / account holder | $14,008 | $6,171+127.0% | $5,351+161.8% | $11,596+20.8% |