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 | $248,230 | $72,071+244.4% | $68,368+263.1% | $137,256+80.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 9.56% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,916 | $2,788-31.3% | $2,649-27.7% | $4,156-53.9% |
| Participant deferral / active EE | $7,980 | $4,410+80.9% | $4,123+93.6% | $6,407+24.5% |
| Admin fee / account holder | $51,629 | $5,336+867.6% | $5,150+902.5% | $12,270+320.8% |