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 | $222,197 | $105,181+111.3% | $159,436+39.4% | $85,850+158.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 11.14% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,065 | $3,318-67.9% | $4,829-77.9% | $2,565-58.5% |
| Participant deferral / active EE | $8,998 | $5,945+51.4% | $7,352+22.4% | $3,952+127.7% |
| Admin fee / account holder | $21,634 | $6,933+212.0% | $10,799+100.3% | $6,260+245.6% |