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 | $95,911 | $65,041+47.5% | $90,951+5.5% | $79,858+20.1% |
| Participation rate | 82.1% | 61.6%+20.5pp | 69.0%+13.1pp | 69.6%+12.5pp |
| Annual return | 4.95% | 30.45%-25.5pp | 134.60%-129.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $743 | $1,247-40.4% | $2,122-65.0% | $2,471-69.9% |
| Participant deferral / active EE | $4,701 | $2,512+87.1% | $3,373+39.4% | $3,740+25.7% |
| Admin fee / account holder | $57,227 | $4,536+1161.6% | $5,959+860.4% | $5,306+978.5% |