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 | $67,082 | $34,308+95.5% | $74,701-10.2% | $72,985-8.1% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 4.72% | 26.58%-21.9pp | 752.92%-748.2pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,438 | $692+252.5% | $1,084+125.0% | $2,440-0.1% |
| Participant deferral / active EE | $3,851 | $1,271+202.9% | $1,964+96.1% | $3,607+6.8% |
| Admin fee / account holder | $4,193 | $2,124+97.4% | $3,333+25.8% | $5,124-18.2% |