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 | $143,051 | $80,812+77.0% | $160,784-11.0% | $82,448+73.5% |
| Participation rate | 93.1% | 66.2%+26.9pp | 77.0%+16.1pp | 68.1%+25.0pp |
| Annual return | 12.73% | 100.59%-87.9pp | 1803.92%-1791.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,797 | $2,174+74.7% | $3,733+1.7% | $2,551+48.8% |
| Participant deferral / active EE | $8,927 | $4,335+105.9% | $6,293+41.9% | $4,139+115.7% |
| Admin fee / account holder | $27,108 | $7,695+252.3% | $9,717+179.0% | $7,234+274.7% |