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 | $222,935 | $83,902+165.7% | $167,512+33.1% | $84,808+162.9% |
| Participation rate | 73.1% | 66.5%+6.6pp | 77.1%-4.0pp | 68.3%+4.8pp |
| Annual return | 13.06% | 91.55%-78.5pp | 1615.79%-1602.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,709 | $2,264-24.5% | $3,882-56.0% | $2,631-35.1% |
| Participant deferral / active EE | $8,740 | $4,442+96.7% | $6,405+36.5% | $4,212+107.5% |
| Admin fee / account holder | $34,438 | $7,915+335.1% | $9,769+252.5% | $7,344+368.9% |