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 | $52,234 | $47,479+10.0% | $62,929-17.0% | $82,448-36.6% |
| Participation rate | 77.3% | 66.9%+10.4pp | 73.1%+4.2pp | 68.1%+9.2pp |
| Annual return | 10.21% | 20.34%-10.1pp | 1063.93%-1053.7pp | 41.64%-31.4pp |
| Employer contribution / active EE | $3,976 | $1,885+110.9% | $2,505+58.8% | $2,551+55.9% |
| Participant deferral / active EE | $5,772 | $2,870+101.1% | $3,888+48.5% | $4,139+39.5% |
| Admin fee / account holder | $3,761 | $3,804-1.1% | $5,065-25.7% | $7,234-48.0% |