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 6-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 | $38,060 | $29,319+29.8% | $52,425-27.4% | $82,448-53.8% |
| Participation rate | 95.8% | 46.9%+49.0pp | 55.6%+40.2pp | 68.1%+27.8pp |
| Annual return | 12.78% | 535.20%-522.4pp | 302.12%-289.3pp | 41.64%-28.9pp |
| Employer contribution / active EE | $6,597 | $586+1024.9% | $914+621.6% | $2,551+158.6% |
| Participant deferral / active EE | $3,373 | $1,171+188.0% | $1,790+88.4% | $4,139-18.5% |
| Admin fee / account holder | $3,397 | $1,962+73.1% | $2,495+36.2% | $7,234-53.0% |