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 | $150,155 | $65,409+129.6% | $98,442+52.5% | $85,850+74.9% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 8.94% | 21.76%-12.8pp | 1492.73%-1483.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $3,619 | $2,168+67.0% | $2,960+22.3% | $2,565+41.1% |
| Participant deferral / active EE | $4,452 | $3,166+40.6% | $4,276+4.1% | $3,952+12.7% |
| Admin fee / account holder | $17,158 | $4,593+273.6% | $5,949+188.4% | $6,260+174.1% |