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 | $109,902 | $48,795+125.2% | $65,493+67.8% | $84,808+29.6% |
| Participation rate | 95.0% | 67.0%+28.0pp | 73.1%+21.9pp | 68.3%+26.7pp |
| Annual return | 10.67% | 20.20%-9.5pp | 982.45%-971.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,742 | $1,930+93.9% | $2,574+45.4% | $2,631+42.2% |
| Participant deferral / active EE | $5,569 | $2,928+90.2% | $3,961+40.6% | $4,212+32.2% |
| Admin fee / account holder | $12,057 | $3,877+211.0% | $5,028+139.8% | $7,344+64.2% |