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 | $103,976 | $80,812+28.7% | $160,784-35.3% | $82,448+26.1% |
| Participation rate | 79.3% | 66.2%+13.1pp | 77.0%+2.4pp | 68.1%+11.2pp |
| Annual return | 12.57% | 100.59%-88.0pp | 1803.92%-1791.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,225 | $2,174+2.4% | $3,733-40.4% | $2,551-12.8% |
| Participant deferral / active EE | $5,399 | $4,335+24.5% | $6,293-14.2% | $4,139+30.4% |
| Admin fee / account holder | $28,665 | $7,695+272.5% | $9,717+195.0% | $7,234+296.2% |