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 | $101,196 | $60,124+68.3% | $90,404+11.9% | $79,858+26.7% |
| Participation rate | 91.8% | 65.0%+26.8pp | 72.7%+19.1pp | 69.6%+22.1pp |
| Annual return | 6.02% | 71.94%-65.9pp | 1293.02%-1287.0pp | 31.71%-25.7pp |
| Employer contribution / active EE | $3,136 | $2,068+51.7% | $3,262-3.9% | $2,471+26.9% |
| Participant deferral / active EE | $5,808 | $2,938+97.7% | $3,963+46.6% | $3,740+55.3% |
| Admin fee / account holder | $1,237 | $3,976-68.9% | $5,611-78.0% | $5,306-76.7% |