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 | $88,179 | $60,124+46.7% | $90,404-2.5% | $79,858+10.4% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 9.66% | 71.94%-62.3pp | 1293.02%-1283.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,969 | $2,068-4.8% | $3,262-39.6% | $2,471-20.3% |
| Participant deferral / active EE | $5,774 | $2,938+96.5% | $3,963+45.7% | $3,740+54.4% |
| Admin fee / account holder | $9,439 | $3,976+137.4% | $5,611+68.2% | $5,306+77.9% |