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 | $101,876 | $65,409+55.8% | $98,442+3.5% | $85,850+18.7% |
| Participation rate | 87.7% | 65.0%+22.7pp | 73.3%+14.4pp | 69.3%+18.4pp |
| Annual return | 9.73% | 21.76%-12.0pp | 1492.73%-1483.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $644 | $2,168-70.3% | $2,960-78.2% | $2,565-74.9% |
| Participant deferral / active EE | $4,260 | $3,166+34.5% | $4,276-0.4% | $3,952+7.8% |
| Admin fee / account holder | $9,981 | $4,593+117.3% | $5,949+67.8% | $6,260+59.5% |