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 | $190,934 | $109,327+74.6% | $89,391+113.6% | $158,922+20.1% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.0%+26.8pp | 82.0%+12.8pp |
| Annual return | 4.44% | 345.68%-341.2pp | 245.62%-241.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $10,519 | $3,170+231.9% | $2,586+306.8% | $4,761+120.9% |
| Participant deferral / active EE | $2,680 | $4,598-41.7% | $3,890-31.1% | $5,982-55.2% |
| Admin fee / account holder | $17,950 | $6,153+191.7% | $4,881+267.7% | $11,246+59.6% |