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 | $223,899 | $117,841+90.0% | $102,423+118.6% | $145,922+53.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 7.43% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $16,323 | $3,615+351.6% | $3,023+439.9% | $4,660+250.3% |
| Participant deferral / active EE | $9,674 | $5,731+68.8% | $5,053+91.5% | $6,688+44.7% |
| Admin fee / account holder | $33,869 | $13,326+154.2% | $9,451+258.4% | $13,397+152.8% |