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 | $78,611 | $47,479+65.6% | $62,929+24.9% | $82,448-4.7% |
| Participation rate | 90.7% | 66.9%+23.8pp | 73.1%+17.6pp | 68.1%+22.6pp |
| Annual return | 11.17% | 20.34%-9.2pp | 1063.93%-1052.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,570 | $1,885-16.7% | $2,505-37.3% | $2,551-38.4% |
| Participant deferral / active EE | $1,548 | $2,870-46.1% | $3,888-60.2% | $4,139-62.6% |
| Admin fee / account holder | $19,208 | $3,804+405.0% | $5,065+279.3% | $7,234+165.5% |