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 | $48,046 | $22,587+112.7% | $65,255-26.4% | $75,163-36.1% |
| Participation rate | 96.3% | 63.1%+33.2pp | 65.0%+31.3pp | 67.2%+29.1pp |
| Annual return | 6.19% | 71.03%-64.8pp | 47.35%-41.2pp | 160.62%-154.4pp |
| Employer contribution / active EE | $2,837 | $941+201.6% | $1,691+67.7% | $2,670+6.3% |
| Participant deferral / active EE | $1,915 | $1,695+13.0% | $2,831-32.3% | $4,125-53.6% |
| Admin fee / account holder | $14,172 | $1,876+655.6% | $4,112+244.7% | $5,651+150.8% |