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 | $149,084 | $60,124+148.0% | $90,404+64.9% | $79,858+86.7% |
| Participation rate | 94.4% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.8pp |
| Annual return | 10.09% | 71.94%-61.9pp | 1293.02%-1282.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $857 | $2,068-58.6% | $3,262-73.7% | $2,471-65.3% |
| Participant deferral / active EE | $5,839 | $2,938+98.7% | $3,963+47.3% | $3,740+56.1% |
| Admin fee / account holder | $9,708 | $3,976+144.1% | $5,611+73.0% | $5,306+83.0% |