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 | $145,573 | $69,515+109.4% | $86,874+67.6% | $85,850+69.6% |
| Participation rate | 74.1% | 66.3%+7.7pp | 71.6%+2.4pp | 69.3%+4.8pp |
| Annual return | 9.40% | 20.12%-10.7pp | 63.52%-54.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $980 | $1,880-47.9% | $2,495-60.7% | $2,565-61.8% |
| Participant deferral / active EE | $3,235 | $2,919+10.8% | $3,699-12.5% | $3,952-18.1% |
| Admin fee / account holder | $28,637 | $5,972+379.5% | $5,828+391.4% | $6,260+357.5% |