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 | $101,762 | $81,208+25.3% | $98,907+2.9% | $79,858+27.4% |
| Participation rate | 70.7% | 72.5%-1.8pp | 76.0%-5.3pp | 69.6%+1.1pp |
| Annual return | 10.23% | 60.99%-50.8pp | 196.43%-186.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $576 | $1,960-70.6% | $2,689-78.6% | $2,471-76.7% |
| Participant deferral / active EE | $2,609 | $3,265-20.1% | $4,244-38.5% | $3,740-30.2% |
| Admin fee / account holder | $14,965 | $6,013+148.9% | $6,642+125.3% | $5,306+182.0% |