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 | $183,263 | $74,888+144.7% | $71,209+157.4% | $142,382+28.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 11.71% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,765 | $2,854-38.2% | $2,721-35.1% | $4,299-58.9% |
| Participant deferral / active EE | $8,826 | $4,454+98.1% | $4,175+111.4% | $6,507+35.6% |
| Admin fee / account holder | $36,976 | $5,568+564.0% | $5,349+591.3% | $12,624+192.9% |