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 | $230,735 | $109,817+110.1% | $98,442+134.4% | $167,490+37.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.80% | 1956.69%-1949.9pp | 1492.73%-1485.9pp | 478.56%-471.8pp |
| Employer contribution / active EE | $2,602 | $3,224-19.3% | $2,960-12.1% | $4,837-46.2% |
| Participant deferral / active EE | $18,283 | $4,673+291.2% | $4,276+327.6% | $6,341+188.3% |
| Admin fee / account holder | $16,812 | $6,753+149.0% | $5,949+182.6% | $12,309+36.6% |