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 | $125,151 | $60,124+108.2% | $90,404+38.4% | $79,858+56.7% |
| Participation rate | 90.7% | 65.0%+25.7pp | 72.7%+18.0pp | 69.6%+21.1pp |
| Annual return | 9.29% | 71.94%-62.7pp | 1293.02%-1283.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,111 | $2,068+50.4% | $3,262-4.6% | $2,471+25.9% |
| Participant deferral / active EE | $7,972 | $2,938+171.3% | $3,963+101.1% | $3,740+113.1% |
| Admin fee / account holder | $49,973 | $3,976+1156.7% | $5,611+790.7% | $5,306+841.8% |