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 | $88,643 | $24,730+258.4% | $66,042+34.2% | $84,808+4.5% |
| Participation rate | 76.0% | 68.1%+7.9pp | 67.5%+8.5pp | 68.3%+7.7pp |
| Annual return | 13.88% | 79.55%-65.7pp | 52.11%-38.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,010 | $857+17.9% | $1,579-36.0% | $2,631-61.6% |
| Participant deferral / active EE | $3,409 | $1,737+96.3% | $2,835+20.2% | $4,212-19.1% |
| Admin fee / account holder | $2,908 | $3,014-3.5% | $5,747-49.4% | $7,344-60.4% |