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 | $132,395 | $27,915+374.3% | $58,482+126.4% | $75,163+76.1% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 8.31% | 44.20%-35.9pp | 4239.32%-4231.0pp | 160.62%-152.3pp |
| Employer contribution / active EE | $3,071 | $669+359.0% | $1,053+191.6% | $2,670+15.0% |
| Participant deferral / active EE | $5,816 | $1,201+384.2% | $1,924+202.3% | $4,125+41.0% |
| Admin fee / account holder | $4,747 | $1,726+175.1% | $2,516+88.7% | $5,651-16.0% |