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 | $61,097 | $49,922+22.4% | $80,569-24.2% | $75,163-18.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 12.60% | 34.69%-22.1pp | 935.43%-922.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $667 | $1,698-60.7% | $2,723-75.5% | $2,670-75.0% |
| Participant deferral / active EE | $3,496 | $2,990+16.9% | $4,447-21.4% | $4,125-15.3% |
| Admin fee / account holder | $1,979 | $3,577-44.7% | $5,377-63.2% | $5,651-65.0% |