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 | $199,670 | $74,888+166.6% | $71,209+180.4% | $142,382+40.2% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 9.21% | 345.14%-335.9pp | 282.51%-273.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,513 | $2,854-11.9% | $2,721-7.6% | $4,299-41.5% |
| Participant deferral / active EE | $10,389 | $4,454+133.2% | $4,175+148.8% | $6,507+59.6% |
| Admin fee / account holder | $84,613 | $5,568+1419.5% | $5,349+1481.9% | $12,624+570.3% |