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 | $151,843 | $51,638+194.1% | $68,368+122.1% | $82,448+84.2% |
| Participation rate | 97.4% | 63.6%+33.8pp | 73.8%+23.7pp | 68.1%+29.4pp |
| Annual return | 12.40% | 37.53%-25.1pp | 292.57%-280.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $7,494 | $2,047+266.2% | $2,649+182.9% | $2,551+193.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,709 | $4,643-20.1% | $5,150-28.0% | $7,234-48.7% |