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 | $151,659 | $60,124+152.2% | $90,404+67.8% | $79,858+89.9% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.6pp |
| Annual return | 6.37% | 71.94%-65.6pp | 1293.02%-1286.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $3,904 | $2,068+88.8% | $3,262+19.7% | $2,471+58.0% |
| Participant deferral / active EE | $6,341 | $2,938+115.8% | $3,963+60.0% | $3,740+69.6% |
| Admin fee / account holder | $86,409 | $3,976+2073.0% | $5,611+1440.0% | $5,306+1528.4% |