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 | $145,122 | $29,319+395.0% | $52,425+176.8% | $82,448+76.0% |
| Participation rate | 82.1% | 46.9%+35.3pp | 55.6%+26.5pp | 68.1%+14.1pp |
| Annual return | 12.85% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,403 | $586+139.3% | $914+53.5% | $2,551-45.0% |
| Participant deferral / active EE | $3,165 | $1,171+170.2% | $1,790+76.8% | $4,139-23.5% |
| Admin fee / account holder | $2,795 | $1,962+42.5% | $2,495+12.0% | $7,234-61.4% |