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 | $89,005 | $27,915+218.8% | $58,482+52.2% | $75,163+18.4% |
| Participation rate | 96.2% | 38.8%+57.3pp | 50.9%+45.3pp | 67.2%+29.0pp |
| Annual return | 11.86% | 44.20%-32.3pp | 4239.32%-4227.5pp | 160.62%-148.8pp |
| Employer contribution / active EE | $3,068 | $669+358.5% | $1,053+191.3% | $2,670+14.9% |
| Participant deferral / active EE | $5,029 | $1,201+318.6% | $1,924+161.4% | $4,125+21.9% |
| Admin fee / account holder | $909 | $1,726-47.4% | $2,516-63.9% | $5,651-83.9% |