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 | $213,139 | $58,208+266.2% | $81,812+160.5% | $80,856+163.6% |
| Participation rate | 80.6% | 63.4%+17.2pp | 72.3%+8.3pp | 67.6%+13.0pp |
| Annual return | 8.67% | 41.66%-33.0pp | 773.79%-765.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $4,638 | $2,340+98.2% | $2,912+59.3% | $2,755+68.4% |
| Participant deferral / active EE | $3,454 | $3,281+5.3% | $4,319-20.0% | $4,296-19.6% |
| Admin fee / account holder | $29,150 | $4,981+485.2% | $7,386+294.7% | $6,918+321.4% |