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 4-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 | $123,727 | $80,812+53.1% | $160,784-23.0% | $82,448+50.1% |
| Participation rate | 93.9% | 66.2%+27.7pp | 77.0%+17.0pp | 68.1%+25.9pp |
| Annual return | 12.35% | 100.59%-88.2pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $4,427 | $2,174+103.6% | $3,733+18.6% | $2,551+73.5% |
| Participant deferral / active EE | $3,919 | $4,335-9.6% | $6,293-37.7% | $4,139-5.3% |
| Admin fee / account holder | $21,552 | $7,695+180.1% | $9,717+121.8% | $7,234+197.9% |