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 | $100,565 | $23,330+331.1% | $64,489+55.9% | $82,448+22.0% |
| Participation rate | 98.5% | 68.3%+30.2pp | 67.7%+30.8pp | 68.1%+30.4pp |
| Annual return | 13.38% | 83.66%-70.3pp | 55.03%-41.7pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,545 | $824+330.0% | $1,523+132.7% | $2,551+39.0% |
| Participant deferral / active EE | $2,638 | $1,707+54.5% | $2,778-5.1% | $4,139-36.3% |
| Admin fee / account holder | $2,516 | $2,946-14.6% | $4,260-40.9% | $7,234-65.2% |