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 | $91,258 | $39,019+133.9% | $80,716+13.1% | $85,850+6.3% |
| Participation rate | 88.0% | 41.5%+46.5pp | 54.2%+33.8pp | 69.3%+18.7pp |
| Annual return | 10.93% | 26.27%-15.3pp | 87.28%-76.3pp | 318.53%-307.6pp |
| Employer contribution / active EE | $4,290 | $722+494.2% | $1,160+269.8% | $2,565+67.2% |
| Participant deferral / active EE | $6,949 | $1,326+424.2% | $2,146+223.9% | $3,952+75.9% |
| Admin fee / account holder | $28,009 | $2,431+1052.3% | $3,380+728.7% | $6,260+347.4% |