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 | $84,583 | $105,181-19.6% | $159,436-46.9% | $85,850-1.5% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 9.85% | 45.07%-35.2pp | 263.57%-253.7pp | 318.53%-308.7pp |
| Employer contribution / active EE | $6,530 | $3,318+96.8% | $4,829+35.2% | $2,565+154.6% |
| Participant deferral / active EE | $7,856 | $5,945+32.2% | $7,352+6.9% | $3,952+98.8% |
| Admin fee / account holder | $14,264 | $6,933+105.7% | $10,799+32.1% | $6,260+127.9% |