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 | $146,517 | $48,795+200.3% | $65,493+123.7% | $84,808+72.8% |
| Participation rate | 97.9% | 67.0%+30.9pp | 73.1%+24.8pp | 68.3%+29.6pp |
| Annual return | 10.07% | 20.20%-10.1pp | 982.45%-972.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $4,853 | $1,930+151.5% | $2,574+88.5% | $2,631+84.5% |
| Participant deferral / active EE | $3,926 | $2,928+34.0% | $3,961-0.9% | $4,212-6.8% |
| Admin fee / account holder | $16,340 | $3,877+321.5% | $5,028+225.0% | $7,344+122.5% |