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 | $188,632 | $60,124+213.7% | $90,404+108.7% | $79,858+136.2% |
| Participation rate | 82.4% | 65.0%+17.4pp | 72.7%+9.7pp | 69.6%+12.7pp |
| Annual return | 5.03% | 71.94%-66.9pp | 1293.02%-1288.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,751 | $2,068-15.3% | $3,262-46.3% | $2,471-29.2% |
| Participant deferral / active EE | $5,467 | $2,938+86.1% | $3,963+37.9% | $3,740+46.2% |
| Admin fee / account holder | $1,279 | $3,976-67.8% | $5,611-77.2% | $5,306-75.9% |