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 | $203,339 | $57,281+255.0% | $86,612+134.8% | $75,163+170.5% |
| Participation rate | 71.9% | 63.2%+8.7pp | 71.7%+0.2pp | 67.2%+4.7pp |
| Annual return | 8.53% | 2670.75%-2662.2pp | 591.07%-582.5pp | 160.62%-152.1pp |
| Employer contribution / active EE | $6,707 | $2,314+189.8% | $3,022+121.9% | $2,670+151.2% |
| Participant deferral / active EE | $2,734 | $3,318-17.6% | $4,438-38.4% | $4,125-33.7% |
| Admin fee / account holder | $1,800 | $4,112-56.2% | $5,614-67.9% | $5,651-68.2% |