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 | $40,179 | $30,400+32.2% | $53,898-25.5% | $84,808-52.6% |
| Participation rate | 76.0% | 46.4%+29.6pp | 55.0%+21.0pp | 68.3%+7.7pp |
| Annual return | 11.63% | 500.19%-488.6pp | 528.60%-517.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,308 | $603+117.1% | $932+40.4% | $2,631-50.3% |
| Participant deferral / active EE | $1,668 | $1,199+39.2% | $1,826-8.7% | $4,212-60.4% |
| Admin fee / account holder | $6,887 | $1,993+245.5% | $2,491+176.5% | $7,344-6.2% |