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 | $135,819 | $83,902+61.9% | $167,512-18.9% | $84,808+60.1% |
| Participation rate | 76.5% | 66.5%+10.0pp | 77.1%-0.6pp | 68.3%+8.2pp |
| Annual return | 10.27% | 91.55%-81.3pp | 1615.79%-1605.5pp | 40.90%-30.6pp |
| Employer contribution / active EE | $494 | $2,264-78.2% | $3,882-87.3% | $2,631-81.2% |
| Participant deferral / active EE | $3,333 | $4,442-25.0% | $6,405-48.0% | $4,212-20.9% |
| Admin fee / account holder | $7,397 | $7,915-6.5% | $9,769-24.3% | $7,344+0.7% |