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 | $67,508 | $27,915+141.8% | $58,482+15.4% | $75,163-10.2% |
| Participation rate | 86.4% | 38.8%+47.6pp | 50.9%+35.6pp | 67.2%+19.2pp |
| Annual return | 11.90% | 44.20%-32.3pp | 4239.32%-4227.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,017 | $669+52.0% | $1,053-3.4% | $2,670-61.9% |
| Participant deferral / active EE | $700 | $1,201-41.8% | $1,924-63.6% | $4,125-83.0% |
| Admin fee / account holder | $754 | $1,726-56.3% | $2,516-70.0% | $5,651-86.7% |