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 | $61,384 | $98,750-37.8% | $149,696-59.0% | $79,858-23.1% |
| Participation rate | 70.7% | 75.8%-5.0pp | 82.5%-11.7pp | 69.6%+1.1pp |
| Annual return | 11.19% | 27.43%-16.2pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $649 | $3,216-79.8% | $4,644-86.0% | $2,471-73.8% |
| Participant deferral / active EE | $4,225 | $5,680-25.6% | $6,842-38.3% | $3,740+13.0% |
| Admin fee / account holder | $2,615 | $6,053-56.8% | $9,309-71.9% | $5,306-50.7% |