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 | $72,801 | $30,400+139.5% | $53,898+35.1% | $84,808-14.2% |
| Participation rate | 79.4% | 46.4%+33.0pp | 55.0%+24.5pp | 68.3%+11.1pp |
| Annual return | 9.49% | 500.19%-490.7pp | 528.60%-519.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $792 | $603+31.4% | $932-15.1% | $2,631-69.9% |
| Participant deferral / active EE | $1,395 | $1,199+16.4% | $1,826-23.6% | $4,212-66.9% |
| Admin fee / account holder | $2,196 | $1,993+10.2% | $2,491-11.8% | $7,344-70.1% |