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 | $79,688 | $53,516+48.9% | $126,539-37.0% | $84,808-6.0% |
| Participation rate | 77.8% | 58.2%+19.5pp | 69.8%+8.0pp | 68.3%+9.5pp |
| Annual return | 11.44% | 58.34%-46.9pp | 425.95%-414.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,183 | $1,535+42.2% | $3,674-40.6% | $2,631-17.0% |
| Participant deferral / active EE | $4,729 | $2,671+77.1% | $4,083+15.8% | $4,212+12.3% |
| Admin fee / account holder | $9,963 | $4,497+121.6% | $6,065+64.3% | $7,344+35.7% |