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 | $137,391 | $60,124+128.5% | $90,404+52.0% | $79,858+72.0% |
| Participation rate | 93.8% | 65.0%+28.9pp | 72.7%+21.2pp | 69.6%+24.2pp |
| Annual return | 9.04% | 71.94%-62.9pp | 1293.02%-1284.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $10,307 | $2,068+398.5% | $3,262+216.0% | $2,471+317.2% |
| Participant deferral / active EE | $5,970 | $2,938+103.2% | $3,963+50.6% | $3,740+59.6% |
| Admin fee / account holder | $8,255 | $3,976+107.6% | $5,611+47.1% | $5,306+55.6% |