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 | $146,290 | $65,409+123.7% | $98,442+48.6% | $85,850+70.4% |
| Participation rate | 93.4% | 65.0%+28.4pp | 73.3%+20.1pp | 69.3%+24.1pp |
| Annual return | 11.63% | 21.76%-10.1pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $565 | $2,168-73.9% | $2,960-80.9% | $2,565-78.0% |
| Participant deferral / active EE | $6,465 | $3,166+104.2% | $4,276+51.2% | $3,952+63.6% |
| Admin fee / account holder | $13,221 | $4,593+187.9% | $5,949+122.2% | $6,260+111.2% |