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 | $70,022 | $58,927+18.8% | $76,817-8.8% | $72,985-4.1% |
| Participation rate | 93.3% | 67.3%+26.0pp | 72.1%+21.3pp | 69.5%+23.8pp |
| Annual return | 4.52% | 2305.64%-2301.1pp | 1166.11%-1161.6pp | 81.00%-76.5pp |
| Employer contribution / active EE | $4,769 | $1,787+166.9% | $2,302+107.2% | $2,440+95.5% |
| Participant deferral / active EE | $9,321 | $2,690+246.5% | $3,336+179.4% | $3,607+158.4% |
| Admin fee / account holder | $17,017 | $4,013+324.1% | $6,420+165.1% | $5,124+232.1% |