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 | $86,125 | $47,479+81.4% | $62,929+36.9% | $82,448+4.5% |
| Participation rate | 98.5% | 66.9%+31.6pp | 73.1%+25.4pp | 68.1%+30.4pp |
| Annual return | 9.21% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $3,055 | $1,885+62.0% | $2,505+22.0% | $2,551+19.8% |
| Participant deferral / active EE | $4,353 | $2,870+51.7% | $3,888+12.0% | $4,139+5.2% |
| Admin fee / account holder | $5,034 | $3,804+32.3% | $5,065-0.6% | $7,234-30.4% |