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 | $81,978 | $34,308+138.9% | $74,701+9.7% | $72,985+12.3% |
| Participation rate | 92.6% | 42.4%+50.2pp | 54.5%+38.1pp | 69.5%+23.1pp |
| Annual return | 13.42% | 26.58%-13.2pp | 752.92%-739.5pp | 81.00%-67.6pp |
| Employer contribution / active EE | $6,879 | $692+894.7% | $1,084+534.9% | $2,440+182.0% |
| Participant deferral / active EE | $4,284 | $1,271+236.9% | $1,964+118.2% | $3,607+18.7% |
| Admin fee / account holder | $2,609 | $2,124+22.8% | $3,333-21.7% | $5,124-49.1% |