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 | $118,888 | $54,705+117.3% | $71,209+67.0% | $84,808+40.2% |
| Participation rate | 70.7% | 64.1%+6.7pp | 73.8%-3.0pp | 68.3%+2.4pp |
| Annual return | 13.37% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,230 | $2,158-43.0% | $2,721-54.8% | $2,631-53.2% |
| Participant deferral / active EE | $5,887 | $3,030+94.3% | $4,175+41.0% | $4,212+39.8% |
| Admin fee / account holder | $13,020 | $4,863+167.7% | $5,349+143.4% | $7,344+77.3% |