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 | $148,295 | $54,705+171.1% | $71,209+108.3% | $84,808+74.9% |
| Participation rate | 76.7% | 64.1%+12.6pp | 73.8%+2.9pp | 68.3%+8.4pp |
| Annual return | 12.02% | 35.90%-23.9pp | 282.51%-270.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,233 | $2,158-42.9% | $2,721-54.7% | $2,631-53.1% |
| Participant deferral / active EE | $5,164 | $3,030+70.4% | $4,175+23.7% | $4,212+22.6% |
| Admin fee / account holder | $40,452 | $4,863+731.8% | $5,349+656.3% | $7,344+450.8% |