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 | $222,121 | $90,348+145.8% | $75,972+192.4% | $145,922+52.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.36% | 620.88%-613.5pp | 359.55%-352.2pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,896 | $3,311+17.7% | $2,685+45.1% | $4,660-16.4% |
| Participant deferral / active EE | $3,848 | $5,162-25.4% | $4,255-9.6% | $6,688-42.5% |
| Admin fee / account holder | $13,737 | $8,467+62.2% | $6,467+112.4% | $13,397+2.5% |