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 | $66,554 | $22,587+194.7% | $65,255+2.0% | $75,163-11.5% |
| Participation rate | 84.5% | 63.1%+21.4pp | 65.0%+19.5pp | 67.2%+17.3pp |
| Annual return | 12.54% | 71.03%-58.5pp | 47.35%-34.8pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,225 | $941+30.3% | $1,691-27.6% | $2,670-54.1% |
| Participant deferral / active EE | $5,186 | $1,695+205.9% | $2,831+83.2% | $4,125+25.7% |
| Admin fee / account holder | $24,894 | $1,876+1227.2% | $4,112+505.4% | $5,651+340.5% |