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 5-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 | $148,213 | $83,902+76.6% | $167,512-11.5% | $84,808+74.8% |
| Participation rate | 97.6% | 66.5%+31.2pp | 77.1%+20.6pp | 68.3%+29.3pp |
| Annual return | 12.95% | 91.55%-78.6pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,166 | $2,264+39.9% | $3,882-18.4% | $2,631+20.3% |
| Participant deferral / active EE | $7,508 | $4,442+69.0% | $6,405+17.2% | $4,212+78.3% |
| Admin fee / account holder | $23,727 | $7,915+199.8% | $9,769+142.9% | $7,344+223.1% |