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 3-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 | $50,142 | $30,400+64.9% | $53,898-7.0% | $84,808-40.9% |
| Participation rate | 72.3% | 46.4%+25.9pp | 55.0%+17.4pp | 68.3%+4.0pp |
| Annual return | 11.36% | 500.19%-488.8pp | 528.60%-517.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $982 | $603+62.9% | $932+5.3% | $2,631-62.7% |
| Participant deferral / active EE | $2,454 | $1,199+104.7% | $1,826+34.4% | $4,212-41.7% |
| Admin fee / account holder | $23,963 | $1,993+1102.2% | $2,491+862.1% | $7,344+226.3% |