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 | $194,527 | $102,966+88.9% | $90,281+115.5% | $152,861+27.3% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 3.43% | 95.16%-91.7pp | 78.10%-74.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $3,796 | $3,139+20.9% | $2,854+33.0% | $4,762-20.3% |
| Participant deferral / active EE | $7,351 | $4,281+71.7% | $3,885+89.2% | $5,850+25.7% |
| Admin fee / account holder | $26,065 | $6,171+322.4% | $5,351+387.1% | $11,596+124.8% |