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 | $78,861 | $27,915+182.5% | $58,482+34.8% | $75,163+4.9% |
| Participation rate | 98.1% | 38.8%+59.3pp | 50.9%+47.3pp | 67.2%+30.9pp |
| Annual return | 10.03% | 44.20%-34.2pp | 4239.32%-4229.3pp | 160.62%-150.6pp |
| Employer contribution / active EE | $2,830 | $669+323.0% | $1,053+168.7% | $2,670+6.0% |
| Participant deferral / active EE | $3,623 | $1,201+201.6% | $1,924+88.3% | $4,125-12.2% |
| Admin fee / account holder | $21,116 | $1,726+1123.6% | $2,516+739.3% | $5,651+273.7% |