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 | $223,611 | $74,888+198.6% | $71,209+214.0% | $142,382+57.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 12.83% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,650 | $2,854+27.9% | $2,721+34.1% | $4,299-15.1% |
| Participant deferral / active EE | $11,514 | $4,454+158.5% | $4,175+175.8% | $6,507+76.9% |
| Admin fee / account holder | $33,932 | $5,568+509.4% | $5,349+534.4% | $12,624+168.8% |