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 7-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 | $101,900 | $48,230+111.3% | $67,502+51.0% | $80,856+26.0% |
| Participation rate | 84.2% | 66.4%+17.8pp | 72.9%+11.3pp | 67.6%+16.6pp |
| Annual return | 10.55% | 18.28%-7.7pp | 3512.12%-3501.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,037 | $2,020+99.9% | $2,731+47.8% | $2,755+46.5% |
| Participant deferral / active EE | $9,496 | $2,924+224.8% | $4,000+137.4% | $4,296+121.0% |
| Admin fee / account holder | $78,113 | $3,681+2022.0% | $3,998+1854.0% | $6,918+1029.1% |