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 | $114,723 | $48,046+138.8% | $84,611+35.6% | $72,985+57.2% |
| Participation rate | 98.8% | 57.6%+41.2pp | 68.2%+30.6pp | 69.5%+29.3pp |
| Annual return | 4.60% | 37.38%-32.8pp | 258.74%-254.1pp | 81.00%-76.4pp |
| Employer contribution / active EE | $4,629 | $1,602+189.0% | $2,652+74.5% | $2,440+89.7% |
| Participant deferral / active EE | $5,031 | $2,680+87.7% | $3,899+29.0% | $3,607+39.5% |
| Admin fee / account holder | $12,791 | $3,395+276.8% | $4,912+160.4% | $5,124+149.6% |