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 | $198,004 | $74,888+164.4% | $71,209+178.1% | $142,382+39.1% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 9.37% | 345.14%-335.8pp | 282.51%-273.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $653 | $2,854-77.1% | $2,721-76.0% | $4,299-84.8% |
| Participant deferral / active EE | $6,084 | $4,454+36.6% | $4,175+45.7% | $6,507-6.5% |
| Admin fee / account holder | $53,180 | $5,568+855.0% | $5,349+894.2% | $12,624+321.3% |