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 | $235,106 | $102,382+129.6% | $147,005+59.9% | $80,874+190.7% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 10.89% | 134.89%-124.0pp | 418.76%-407.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,296 | $3,715-38.2% | $4,934-53.5% | $2,756-16.7% |
| Participant deferral / active EE | $6,252 | $6,646-5.9% | $8,070-22.5% | $4,297+45.5% |
| Admin fee / account holder | $26,834 | $7,942+237.9% | $13,006+106.3% | $6,935+286.9% |