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 | $149,720 | $77,899+92.2% | $149,6730% | $75,163+99.2% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 11.94% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,174 | $3,137-30.7% | $4,818-54.9% | $2,670-18.6% |
| Participant deferral / active EE | $7,088 | $3,411+107.8% | $5,680+24.8% | $4,125+71.8% |
| Admin fee / account holder | $79,772 | $5,956+1239.3% | $13,210+503.9% | $5,651+1311.7% |