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 | $100,252 | $65,561+52.9% | $86,188+16.3% | $75,163+33.4% |
| Participation rate | 96.2% | 60.5%+35.7pp | 69.0%+27.2pp | 67.2%+29.0pp |
| Annual return | 12.11% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $4,976 | $1,553+220.5% | $2,380+109.1% | $2,670+86.4% |
| Participant deferral / active EE | $7,520 | $3,024+148.7% | $3,985+88.7% | $4,125+82.3% |
| Admin fee / account holder | $21,741 | $5,474+297.2% | $6,852+217.3% | $5,651+284.7% |