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 | $248,537 | $76,785+223.7% | $56,441+340.3% | $145,959+70.3% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 3.63% | 3000.51%-2996.9pp | 1704.21%-1700.6pp | 561.95%-558.3pp |
| Employer contribution / active EE | $1,933 | $1,381+40.0% | $1,039+86.0% | $4,661-58.5% |
| Participant deferral / active EE | $3,566 | $2,624+35.9% | $1,953+82.6% | $6,689-46.7% |
| Admin fee / account holder | $2,998 | $3,334-10.1% | $2,829+6.0% | $13,398-77.6% |