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 | $210,061 | $105,181+99.7% | $159,436+31.8% | $85,850+144.7% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | -4.34% | 45.07%-49.4pp | 263.57%-267.9pp | 318.53%-322.9pp |
| Employer contribution / active EE | $7,328 | $3,318+120.8% | $4,829+51.7% | $2,565+185.7% |
| Participant deferral / active EE | $8,824 | $5,945+48.4% | $7,352+20.0% | $3,952+123.3% |
| Admin fee / account holder | $39,370 | $6,933+467.8% | $10,799+264.6% | $6,260+528.9% |