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 | $238,707 | $102,317+133.3% | $146,958+62.4% | $80,856+195.2% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 10.66% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,762 | $3,713-25.6% | $4,933-44.0% | $2,755+0.3% |
| Participant deferral / active EE | $11,331 | $6,644+70.6% | $8,070+40.4% | $4,296+163.8% |
| Admin fee / account holder | $86,238 | $7,941+986.0% | $12,998+563.5% | $6,918+1146.6% |