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 | $145,688 | $30,400+379.2% | $53,898+170.3% | $84,808+71.8% |
| Participation rate | 98.0% | 46.4%+51.6pp | 55.0%+43.0pp | 68.3%+29.7pp |
| Annual return | 14.16% | 500.19%-486.0pp | 528.60%-514.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,022 | $603+235.4% | $932+116.9% | $2,631-23.2% |
| Participant deferral / active EE | $6,024 | $1,199+402.6% | $1,826+229.9% | $4,212+43.0% |
| Admin fee / account holder | $4,252 | $1,993+113.3% | $2,491+70.7% | $7,344-42.1% |