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 | $112,668 | $58,927+91.2% | $76,817+46.7% | $72,985+54.4% |
| Participation rate | 90.1% | 67.3%+22.8pp | 72.1%+18.1pp | 69.5%+20.7pp |
| Annual return | 10.44% | 2305.64%-2295.2pp | 1166.11%-1155.7pp | 81.00%-70.6pp |
| Employer contribution / active EE | $1,393 | $1,787-22.1% | $2,302-39.5% | $2,440-42.9% |
| Participant deferral / active EE | $4,288 | $2,690+59.4% | $3,336+28.5% | $3,607+18.9% |
| Admin fee / account holder | $2,803 | $4,013-30.1% | $6,420-56.3% | $5,124-45.3% |