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 | $102,382+133.2% | $147,005+62.4% | $80,874+195.2% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 10.66% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2,762 | $3,715-25.6% | $4,934-44.0% | $2,756+0.2% |
| Participant deferral / active EE | $11,331 | $6,646+70.5% | $8,070+40.4% | $4,297+163.7% |
| Admin fee / account holder | $86,238 | $7,942+985.8% | $13,006+563.1% | $6,935+1143.5% |