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 | $101,909 | $27,915+265.1% | $58,482+74.3% | $75,163+35.6% |
| Participation rate | 85.2% | 38.8%+46.4pp | 50.9%+34.3pp | 67.2%+18.0pp |
| Annual return | 6.77% | 44.20%-37.4pp | 4239.32%-4232.5pp | 160.62%-153.8pp |
| Employer contribution / active EE | $3,436 | $669+413.6% | $1,053+226.3% | $2,670+28.7% |
| Participant deferral / active EE | $1,151 | $1,201-4.2% | $1,924-40.2% | $4,125-72.1% |
| Admin fee / account holder | $10,034 | $1,726+481.5% | $2,516+298.8% | $5,651+77.6% |