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 7-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 | $212,020 | $114,381+85.4% | $107,525+97.2% | $142,382+48.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.81% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $11,462 | $4,015+185.5% | $3,754+205.4% | $4,299+166.6% |
| Participant deferral / active EE | $8,326 | $5,564+49.6% | $5,116+62.8% | $6,507+27.9% |
| Admin fee / account holder | $104,569 | $9,860+960.5% | $8,919+1072.5% | $12,624+728.4% |