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 | $110,957 | $24,730+348.7% | $66,042+68.0% | $84,808+30.8% |
| Participation rate | 78.7% | 68.1%+10.6pp | 67.5%+11.2pp | 68.3%+10.4pp |
| Annual return | 6.34% | 79.55%-73.2pp | 52.11%-45.8pp | 40.90%-34.6pp |
| Employer contribution / active EE | $8,511 | $857+893.5% | $1,579+438.9% | $2,631+223.5% |
| Participant deferral / active EE | $2,239 | $1,737+28.9% | $2,835-21.0% | $4,212-46.8% |
| Admin fee / account holder | $115,456 | $3,014+3730.8% | $5,747+1909.1% | $7,344+1472.2% |