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 | $238,734 | $68,097+250.6% | $62,929+279.4% | $137,256+73.9% |
| Participation rate | 78.6% | 77.4%+1.1pp | 73.1%+5.5pp | 80.0%-1.4pp |
| Annual return | 10.13% | 1859.11%-1849.0pp | 1063.93%-1053.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $5,900 | $2,811+109.9% | $2,505+135.6% | $4,156+42.0% |
| Participant deferral / active EE | $10,537 | $4,553+131.5% | $3,888+171.0% | $6,407+64.5% |
| Admin fee / account holder | $40,661 | $6,521+523.5% | $5,065+702.9% | $12,270+231.4% |