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 | $49,697 | $34,308+44.9% | $74,701-33.5% | $72,985-31.9% |
| Participation rate | 89.3% | 42.4%+46.9pp | 54.5%+34.8pp | 69.5%+19.8pp |
| Annual return | 4.32% | 26.58%-22.3pp | 752.92%-748.6pp | 81.00%-76.7pp |
| Employer contribution / active EE | $2,514 | $692+263.5% | $1,084+132.0% | $2,440+3.0% |
| Participant deferral / active EE | $776 | $1,271-38.9% | $1,964-60.5% | $3,607-78.5% |
| Admin fee / account holder | $2,543 | $2,124+19.7% | $3,333-23.7% | $5,124-50.4% |