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 | $229,880 | $95,416+140.9% | $185,823+23.7% | $85,850+167.8% |
| Participation rate | 82.2% | 68.8%+13.4pp | 81.7%+0.5pp | 69.3%+12.9pp |
| Annual return | 0.22% | 23.59%-23.4pp | 122.05%-121.8pp | 318.53%-318.3pp |
| Employer contribution / active EE | $6,691 | $3,314+101.9% | $5,167+29.5% | $2,565+160.9% |
| Participant deferral / active EE | $4,808 | $3,423+40.4% | $5,568-13.6% | $3,952+21.7% |
| Admin fee / account holder | $54,468 | $7,213+655.2% | $16,237+235.4% | $6,260+770.1% |