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 | $115,278 | $48,570+137.3% | $130,648-11.8% | $72,985+57.9% |
| Participation rate | 78.0% | 58.6%+19.5pp | 71.7%+6.3pp | 69.5%+8.6pp |
| Annual return | 5.32% | 38.63%-33.3pp | 1708.96%-1703.6pp | 81.00%-75.7pp |
| Employer contribution / active EE | $3,080 | $1,334+130.9% | $4,092-24.7% | $2,440+26.2% |
| Participant deferral / active EE | $5,574 | $2,384+133.8% | $3,603+54.7% | $3,607+54.5% |
| Admin fee / account holder | $4,738 | $3,549+33.5% | $5,464-13.3% | $5,124-7.5% |