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 | $63,694 | $37,426+70.2% | $77,482-17.8% | $79,858-20.2% |
| Participation rate | 96.8% | 41.5%+55.3pp | 54.2%+42.6pp | 69.6%+27.1pp |
| Annual return | 7.71% | 39.70%-32.0pp | 54.79%-47.1pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,579 | $637+305.1% | $986+161.5% | $2,471+4.4% |
| Participant deferral / active EE | $2,482 | $1,260+97.0% | $1,861+33.4% | $3,740-33.6% |
| Admin fee / account holder | $21,440 | $2,504+756.2% | $2,858+650.2% | $5,306+304.0% |