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 | $225,741 | $114,381+97.4% | $107,525+109.9% | $142,382+58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.91% | 242.71%-233.8pp | 181.32%-172.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,037 | $4,015-49.3% | $3,754-45.7% | $4,299-52.6% |
| Participant deferral / active EE | $4,744 | $5,564-14.7% | $5,116-7.3% | $6,507-27.1% |
| Admin fee / account holder | $11,723 | $9,860+18.9% | $8,919+31.4% | $12,624-7.1% |