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 | $93,921 | $106,890-12.1% | $84,015+11.8% | $152,861-38.6% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.4%-11.9pp |
| Annual return | 6.06% | 104.99%-98.9pp | 71.31%-65.2pp | 345.32%-339.3pp |
| Employer contribution / active EE | $1,655 | $2,734-39.5% | $1,983-16.6% | $4,762-65.2% |
| Participant deferral / active EE | $3,940 | $4,011-1.8% | $3,239+21.7% | $5,850-32.7% |
| Admin fee / account holder | $5,231 | $8,285-36.9% | $6,101-14.2% | $11,596-54.9% |