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 | $71,406 | $118,849-39.9% | $96,562-26.1% | $167,490-57.4% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.8%+12.0pp | 82.1%-0.3pp |
| Annual return | 3.43% | 50.49%-47.1pp | 37.78%-34.4pp | 478.56%-475.1pp |
| Employer contribution / active EE | $564 | $3,120-81.9% | $2,356-76.1% | $4,837-88.3% |
| Participant deferral / active EE | $4,018 | $4,616-13.0% | $3,849+4.4% | $6,341-36.6% |
| Admin fee / account holder | $5,410 | $8,065-32.9% | $6,181-12.5% | $12,309-56.0% |