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 | $112,060 | $56,053+99.9% | $75,972+47.5% | $80,856+38.6% |
| Participation rate | 74.2% | 62.0%+12.2pp | 69.1%+5.1pp | 67.6%+6.6pp |
| Annual return | 9.16% | 20.53%-11.4pp | 359.55%-350.4pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,084 | $1,874+117.9% | $2,685+52.1% | $2,755+48.2% |
| Participant deferral / active EE | $4,541 | $3,052+48.8% | $4,255+6.7% | $4,296+5.7% |
| Admin fee / account holder | $59,172 | $5,234+1030.6% | $6,467+815.0% | $6,918+755.3% |