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 | $116,133 | $48,795+138.0% | $65,493+77.3% | $84,808+36.9% |
| Participation rate | 92.9% | 67.0%+25.9pp | 73.1%+19.8pp | 68.3%+24.5pp |
| Annual return | 8.23% | 20.20%-12.0pp | 982.45%-974.2pp | 40.90%-32.7pp |
| Employer contribution / active EE | $3,554 | $1,930+84.2% | $2,574+38.1% | $2,631+35.1% |
| Participant deferral / active EE | $4,960 | $2,928+69.4% | $3,961+25.2% | $4,212+17.8% |
| Admin fee / account holder | $80,972 | $3,877+1988.5% | $5,028+1510.3% | $7,344+1002.6% |