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 | $58,417 | $98,750-40.8% | $149,696-61.0% | $79,858-26.8% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.5%-9.3pp | 69.6%+3.5pp |
| Annual return | 7.41% | 27.43%-20.0pp | 276.60%-269.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,291 | $3,216-59.9% | $4,644-72.2% | $2,471-47.7% |
| Participant deferral / active EE | $5,799 | $5,680+2.1% | $6,842-15.2% | $3,740+55.0% |
| Admin fee / account holder | $16,654 | $6,053+175.2% | $9,309+78.9% | $5,306+213.9% |