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 | $249,892 | $111,754+123.6% | $103,333+141.8% | $145,922+71.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 5.82% | 24.77%-18.9pp | 24.88%-19.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $12,432 | $4,212+195.1% | $3,868+221.4% | $4,660+166.8% |
| Participant deferral / active EE | $9,671 | $5,619+72.1% | $5,057+91.2% | $6,688+44.6% |
| Admin fee / account holder | $17,838 | $9,750+83.0% | $8,355+113.5% | $13,397+33.2% |