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 | $103,962 | $60,124+72.9% | $90,404+15.0% | $79,858+30.2% |
| Participation rate | 78.1% | 65.0%+13.1pp | 72.7%+5.4pp | 69.6%+8.5pp |
| Annual return | 9.86% | 71.94%-62.1pp | 1293.02%-1283.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,610 | $2,068-22.1% | $3,262-50.6% | $2,471-34.8% |
| Participant deferral / active EE | $3,251 | $2,938+10.6% | $3,963-18.0% | $3,740-13.1% |
| Admin fee / account holder | $5,377 | $3,976+35.2% | $5,611-4.2% | $5,306+1.3% |