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 | $117,367 | $51,576+127.6% | $129,207-9.2% | $80,856+45.2% |
| Participation rate | 92.3% | 57.0%+35.3pp | 69.6%+22.7pp | 67.6%+24.7pp |
| Annual return | 11.15% | 20.81%-9.7pp | 9417.33%-9406.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,085 | $1,584+221.1% | $4,153+22.4% | $2,755+84.6% |
| Participant deferral / active EE | $7,653 | $2,669+186.7% | $4,168+83.6% | $4,296+78.1% |
| Admin fee / account holder | $26,727 | $4,305+520.8% | $7,715+246.4% | $6,918+286.3% |