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 5-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 | $199,694 | $74,888+166.7% | $71,209+180.4% | $142,382+40.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 6.81% | 345.14%-338.3pp | 282.51%-275.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,197 | $2,854-23.0% | $2,721-19.3% | $4,299-48.9% |
| Participant deferral / active EE | $7,752 | $4,454+74.0% | $4,175+85.7% | $6,507+19.1% |
| Admin fee / account holder | $209,620 | $5,568+3664.5% | $5,349+3819.0% | $12,624+1560.5% |