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 | $78,932 | $83,902-5.9% | $167,512-52.9% | $84,808-6.9% |
| Participation rate | 85.2% | 66.5%+18.7pp | 77.1%+8.1pp | 68.3%+16.9pp |
| Annual return | 10.06% | 91.55%-81.5pp | 1615.79%-1605.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $795 | $2,264-64.9% | $3,882-79.5% | $2,631-69.8% |
| Participant deferral / active EE | $3,975 | $4,442-10.5% | $6,405-37.9% | $4,212-5.6% |
| Admin fee / account holder | $14,866 | $7,915+87.8% | $9,769+52.2% | $7,344+102.4% |