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 | $103,942 | $30,400+241.9% | $53,898+92.9% | $84,808+22.6% |
| Participation rate | 83.3% | 46.4%+36.9pp | 55.0%+28.4pp | 68.3%+15.0pp |
| Annual return | 12.73% | 500.19%-487.5pp | 528.60%-515.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,780 | $603+527.2% | $932+305.6% | $2,631+43.7% |
| Participant deferral / active EE | $5,477 | $1,199+356.9% | $1,826+199.9% | $4,212+30.0% |
| Admin fee / account holder | $8,186 | $1,993+310.7% | $2,491+228.6% | $7,344+11.5% |