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 | $122,620 | $100,041+22.6% | $149,718-18.1% | $70,131+74.8% |
| Participation rate | 76.1% | 83.6%-7.5pp | 87.1%-11.0pp | 69.5%+6.5pp |
| Annual return | 11.63% | 27.43%-15.8pp | 1501.63%-1490.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,866 | $3,662-21.7% | $5,445-47.4% | $2,342+22.4% |
| Participant deferral / active EE | $12,367 | $4,983+148.2% | $6,569+88.3% | $3,332+271.2% |
| Admin fee / account holder | $11,840 | $8,286+42.9% | $11,283+4.9% | $4,645+154.9% |