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 | $166,013 | $60,124+176.1% | $90,404+83.6% | $79,858+107.9% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 3.78% | 71.94%-68.2pp | 1293.02%-1289.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $8,078 | $2,068+290.6% | $3,262+147.6% | $2,471+226.9% |
| Participant deferral / active EE | $2,007 | $2,938-31.7% | $3,963-49.4% | $3,740-46.3% |
| Admin fee / account holder | $2,108 | $3,976-47.0% | $5,611-62.4% | $5,306-60.3% |