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 | $155,251 | $76,738+102.3% | $56,411+175.2% | $145,922+6.4% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 2.20% | 2994.23%-2992.0pp | 1701.33%-1699.1pp | 561.29%-559.1pp |
| Employer contribution / active EE | $3,280 | $1,380+137.7% | $1,039+215.8% | $4,660-29.6% |
| Participant deferral / active EE | $3,487 | $2,623+32.9% | $1,952+78.6% | $6,688-47.9% |
| Admin fee / account holder | $19,441 | $3,334+483.2% | $2,829+587.3% | $13,397+45.1% |