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 | $231,843 | $74,888+209.6% | $71,209+225.6% | $142,382+62.8% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 4.24% | 345.14%-340.9pp | 282.51%-278.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $1,473 | $2,854-48.4% | $2,721-45.9% | $4,299-65.7% |
| Participant deferral / active EE | $5,475 | $4,454+22.9% | $4,175+31.1% | $6,507-15.9% |
| Admin fee / account holder | $24,753 | $5,568+344.5% | $5,349+362.8% | $12,624+96.1% |