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 | $108,178 | $48,230+124.3% | $67,502+60.3% | $80,856+33.8% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.6%+21.3pp |
| Annual return | 10.53% | 18.28%-7.7pp | 3512.12%-3501.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,510 | $2,020+73.8% | $2,731+28.5% | $2,755+27.4% |
| Participant deferral / active EE | $5,126 | $2,924+75.3% | $4,000+28.2% | $4,296+19.3% |
| Admin fee / account holder | $19,397 | $3,681+426.9% | $3,998+385.2% | $6,918+180.4% |