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 | $136,903 | $27,915+390.4% | $58,482+134.1% | $75,163+82.1% |
| Participation rate | 89.7% | 38.8%+50.8pp | 50.9%+38.8pp | 67.2%+22.5pp |
| Annual return | 12.28% | 44.20%-31.9pp | 4239.32%-4227.0pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,289 | $669+92.6% | $1,053+22.3% | $2,670-51.7% |
| Participant deferral / active EE | $3,061 | $1,201+154.8% | $1,924+59.1% | $4,125-25.8% |
| Admin fee / account holder | $23,827 | $1,726+1280.8% | $2,516+847.0% | $5,651+321.6% |