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 | $138,276 | $27,915+395.3% | $58,482+136.4% | $75,163+84.0% |
| Participation rate | 72.5% | 38.8%+33.6pp | 50.9%+21.6pp | 67.2%+5.3pp |
| Annual return | 12.90% | 44.20%-31.3pp | 4239.32%-4226.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,054 | $669+57.5% | $1,053+0.1% | $2,670-60.5% |
| Participant deferral / active EE | $4,064 | $1,201+238.3% | $1,924+111.3% | $4,125-1.5% |
| Admin fee / account holder | $11,395 | $1,726+560.3% | $2,516+352.9% | $5,651+101.7% |