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 | $73,083 | $62,573+16.8% | $85,682-14.7% | $85,850-14.9% |
| Participation rate | 90.7% | 61.1%+29.5pp | 69.9%+20.8pp | 69.3%+21.4pp |
| Annual return | 10.14% | 23.77%-13.6pp | 21.49%-11.3pp | 318.53%-308.4pp |
| Employer contribution / active EE | $439 | $1,757-75.0% | $2,618-83.2% | $2,565-82.9% |
| Participant deferral / active EE | $3,657 | $2,802+30.5% | $3,923-6.8% | $3,952-7.5% |
| Admin fee / account holder | $5,187 | $4,640+11.8% | $6,873-24.5% | $6,260-17.1% |