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 | $101,815 | $34,308+196.8% | $74,701+36.3% | $72,985+39.5% |
| Participation rate | 95.2% | 42.4%+52.8pp | 54.5%+40.8pp | 69.5%+25.8pp |
| Annual return | 3.93% | 26.58%-22.6pp | 752.92%-749.0pp | 81.00%-77.1pp |
| Employer contribution / active EE | $5,480 | $692+692.3% | $1,084+405.7% | $2,440+124.6% |
| Participant deferral / active EE | $4,102 | $1,271+222.7% | $1,964+108.9% | $3,607+13.7% |
| Admin fee / account holder | $5,069 | $2,124+138.6% | $3,333+52.1% | $5,124-1.1% |