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 | $127,488 | $48,230+164.3% | $67,502+88.9% | $80,856+57.7% |
| Participation rate | 77.4% | 66.4%+11.0pp | 72.9%+4.5pp | 67.6%+9.8pp |
| Annual return | 10.48% | 18.28%-7.8pp | 3512.12%-3501.6pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,372 | $2,020+67.0% | $2,731+23.5% | $2,755+22.4% |
| Participant deferral / active EE | $5,428 | $2,924+85.7% | $4,000+35.7% | $4,296+26.4% |
| Admin fee / account holder | $20,333 | $3,681+452.4% | $3,998+408.6% | $6,918+193.9% |