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 | $70,524 | $29,660+137.8% | $56,411+25.0% | $80,856-12.8% |
| Participation rate | 90.5% | 41.6%+48.8pp | 52.5%+38.0pp | 67.6%+22.8pp |
| Annual return | 7.57% | 35.23%-27.7pp | 1701.33%-1693.8pp | 35.59%-28.0pp |
| Employer contribution / active EE | $2,381 | $669+255.7% | $1,039+129.2% | $2,755-13.6% |
| Participant deferral / active EE | $3,009 | $1,226+145.4% | $1,952+54.2% | $4,296-30.0% |
| Admin fee / account holder | $4,882 | $2,428+101.1% | $2,829+72.6% | $6,918-29.4% |