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 | $193,600 | $96,635+100.3% | $86,612+123.5% | $139,434+38.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 9.05% | 106.41%-97.4pp | 591.07%-582.0pp | 372.94%-363.9pp |
| Employer contribution / active EE | $5,478 | $3,263+67.9% | $3,022+81.2% | $4,751+15.3% |
| Participant deferral / active EE | $12,146 | $4,836+151.2% | $4,438+173.7% | $6,710+81.0% |
| Admin fee / account holder | $25,098 | $6,408+291.7% | $5,614+347.0% | $11,403+120.1% |