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 | $216,287 | $126,574+70.9% | $106,213+103.6% | $145,922+48.2% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 7.62% | 224.79%-217.2pp | 116.14%-108.5pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,286 | $3,730-38.7% | $3,171-27.9% | $4,660-50.9% |
| Participant deferral / active EE | $4,417 | $5,724-22.8% | $5,016-11.9% | $6,688-34.0% |
| Admin fee / account holder | $78,601 | $17,304+354.2% | $11,033+612.4% | $13,397+486.7% |