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 | $98,658 | $58,694+68.1% | $142,863-30.9% | $85,850+14.9% |
| Participation rate | 86.2% | 58.5%+27.7pp | 71.9%+14.3pp | 69.3%+16.9pp |
| Annual return | 9.09% | 27.72%-18.6pp | 5637.54%-5628.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,991 | $1,423+39.9% | $4,144-52.0% | $2,565-22.4% |
| Participant deferral / active EE | $3,363 | $2,607+29.0% | $3,837-12.4% | $3,952-14.9% |
| Admin fee / account holder | $2,179 | $4,239-48.6% | $6,560-66.8% | $6,260-65.2% |