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 | $99,085 | $83,902+18.1% | $167,512-40.8% | $84,808+16.8% |
| Participation rate | 71.4% | 66.5%+5.0pp | 77.1%-5.6pp | 68.3%+3.1pp |
| Annual return | 13.16% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,301 | $2,264+1.7% | $3,882-40.7% | $2,631-12.5% |
| Participant deferral / active EE | $6,502 | $4,442+46.4% | $6,405+1.5% | $4,212+54.4% |
| Admin fee / account holder | $7,870 | $7,915-0.6% | $9,769-19.4% | $7,344+7.2% |