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 | $207,347 | $105,998+95.6% | $92,233+124.8% | $147,584+40.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 7.10% | 50.05%-42.9pp | 176.28%-169.2pp | 578.55%-571.4pp |
| Employer contribution / active EE | $8,519 | $4,333+96.6% | $3,679+131.5% | $4,876+74.7% |
| Participant deferral / active EE | $4,990 | $4,478+11.4% | $3,897+28.1% | $5,439-8.2% |
| Admin fee / account holder | $9,332 | $6,332+47.4% | $5,194+79.7% | $10,885-14.3% |