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 | $106,650 | $58,927+81.0% | $76,817+38.8% | $72,985+46.1% |
| Participation rate | 96.8% | 67.3%+29.4pp | 72.1%+24.7pp | 69.5%+27.3pp |
| Annual return | 13.92% | 2305.64%-2291.7pp | 1166.11%-1152.2pp | 81.00%-67.1pp |
| Employer contribution / active EE | $2,914 | $1,787+63.1% | $2,302+26.6% | $2,440+19.4% |
| Participant deferral / active EE | $5,340 | $2,690+98.5% | $3,336+60.1% | $3,607+48.0% |
| Admin fee / account holder | $1,849 | $4,013-53.9% | $6,420-71.2% | $5,124-63.9% |