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 | $75,382 | $63,346+19.0% | $92,233-18.3% | $70,131+7.5% |
| Participation rate | 91.8% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.3pp |
| Annual return | 10.37% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $6,122 | $2,471+147.8% | $3,679+66.4% | $2,342+161.4% |
| Participant deferral / active EE | $1,579 | $2,854-44.7% | $3,897-59.5% | $3,332-52.6% |
| Admin fee / account holder | $24,432 | $3,840+536.2% | $5,194+370.4% | $4,645+425.9% |