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 | $156,914 | $83,902+87.0% | $167,512-6.3% | $84,808+85.0% |
| Participation rate | 91.5% | 66.5%+25.1pp | 77.1%+14.5pp | 68.3%+23.2pp |
| Annual return | 13.15% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,020 | $2,264-54.9% | $3,882-73.7% | $2,631-61.2% |
| Participant deferral / active EE | $9,273 | $4,442+108.7% | $6,405+44.8% | $4,212+120.2% |
| Admin fee / account holder | $34,301 | $7,915+333.4% | $9,769+251.1% | $7,344+367.1% |