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 | $153,016 | $60,124+154.5% | $90,404+69.3% | $79,858+91.6% |
| Participation rate | 87.5% | 65.0%+22.5pp | 72.7%+14.8pp | 69.6%+17.9pp |
| Annual return | 9.81% | 71.94%-62.1pp | 1293.02%-1283.2pp | 31.71%-21.9pp |
| Employer contribution / active EE | $7,966 | $2,068+285.3% | $3,262+144.2% | $2,471+222.4% |
| Participant deferral / active EE | $3,389 | $2,938+15.4% | $3,963-14.5% | $3,740-9.4% |
| Admin fee / account holder | $28,791 | $3,976+624.0% | $5,611+413.1% | $5,306+442.6% |