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 | $99,909 | $56,317+77.4% | $71,209+40.3% | $74,304+34.5% |
| Participation rate | 84.8% | 55.1%+29.6pp | 73.8%+11.0pp | 60.3%+24.4pp |
| Annual return | 12.57% | 42.83%-30.3pp | 282.51%-269.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $952 | $2,160-55.9% | $2,721-65.0% | $2,241-57.5% |
| Participant deferral / active EE | $5,612 | $2,788+101.3% | $4,175+34.4% | $3,767+49.0% |
| Admin fee / account holder | $14,967 | $2,290+553.7% | $5,349+179.8% | $2,969+404.1% |