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 | $69,668 | $89,355-22.0% | $141,162-50.6% | $72,985-4.5% |
| Participation rate | 81.7% | 75.1%+6.6pp | 82.5%-0.8pp | 69.5%+12.2pp |
| Annual return | 18.97% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $848 | $3,114-72.8% | $4,735-82.1% | $2,440-65.3% |
| Participant deferral / active EE | $4,699 | $5,418-13.3% | $6,709-30.0% | $3,607+30.3% |
| Admin fee / account holder | $5,493 | $5,958-7.8% | $10,261-46.5% | $5,124+7.2% |