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 | $151,450 | $63,346+139.1% | $92,233+64.2% | $70,131+116.0% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 5.15% | 530.12%-525.0pp | 176.28%-171.1pp | 73.14%-68.0pp |
| Employer contribution / active EE | $3,674 | $2,471+48.7% | $3,679-0.2% | $2,342+56.8% |
| Participant deferral / active EE | $6,376 | $2,854+123.4% | $3,897+63.6% | $3,332+91.4% |
| Admin fee / account holder | $1,580 | $3,840-58.9% | $5,194-69.6% | $4,645-66.0% |