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 9-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 | $185,607 | $60,124+208.7% | $90,404+105.3% | $79,858+132.4% |
| Participation rate | 82.5% | 65.0%+17.5pp | 72.7%+9.8pp | 69.6%+12.8pp |
| Annual return | 7.82% | 71.94%-64.1pp | 1293.02%-1285.2pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,605 | $2,068+26.0% | $3,262-20.1% | $2,471+5.4% |
| Participant deferral / active EE | $2,281 | $2,938-22.4% | $3,963-42.4% | $3,740-39.0% |
| Admin fee / account holder | $21,287 | $3,976+435.3% | $5,611+279.4% | $5,306+301.2% |