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 | $229,938 | $102,317+124.7% | $146,958+56.5% | $80,856+184.4% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 11.46% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,303 | $6,644+85.2% | $8,070+52.5% | $4,296+186.4% |
| Admin fee / account holder | $17,535 | $7,941+120.8% | $12,998+34.9% | $6,918+153.5% |