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 | $140,509 | $23,330+502.3% | $64,489+117.9% | $82,448+70.4% |
| Participation rate | 93.9% | 68.3%+25.7pp | 67.7%+26.2pp | 68.1%+25.9pp |
| Annual return | 13.35% | 83.66%-70.3pp | 55.03%-41.7pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,787 | $824+238.1% | $1,523+83.0% | $2,551+9.3% |
| Participant deferral / active EE | $2,160 | $1,707+26.5% | $2,778-22.3% | $4,139-47.8% |
| Admin fee / account holder | $30,457 | $2,946+934.0% | $4,260+615.0% | $7,234+321.0% |