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 | $64,342 | $49,173+30.8% | $121,098-46.9% | $75,163-14.4% |
| Participation rate | 76.9% | 55.4%+21.5pp | 69.5%+7.4pp | 67.2%+9.7pp |
| Annual return | 13.62% | 55.99%-42.4pp | 985.75%-972.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,449 | $1,546-6.3% | $4,164-65.2% | $2,670-45.7% |
| Participant deferral / active EE | $3,617 | $2,628+37.6% | $4,080-11.3% | $4,125-12.3% |
| Admin fee / account holder | $1,311 | $3,942-66.7% | $5,644-76.8% | $5,651-76.8% |