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 | $134,538 | $58,927+128.3% | $76,817+75.1% | $72,985+84.3% |
| Participation rate | 96.9% | 67.3%+29.5pp | 72.1%+24.8pp | 69.5%+27.4pp |
| Annual return | 11.66% | 2305.64%-2294.0pp | 1166.11%-1154.4pp | 81.00%-69.3pp |
| Employer contribution / active EE | $2,167 | $1,787+21.3% | $2,302-5.9% | $2,440-11.2% |
| Participant deferral / active EE | $4,542 | $2,690+68.8% | $3,336+36.2% | $3,607+25.9% |
| Admin fee / account holder | $28,351 | $4,013+606.5% | $6,420+341.6% | $5,124+453.3% |