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 | $214,232 | $83,902+155.3% | $167,512+27.9% | $84,808+152.6% |
| Participation rate | 78.4% | 66.5%+11.9pp | 77.1%+1.3pp | 68.3%+10.1pp |
| Annual return | 12.31% | 91.55%-79.2pp | 1615.79%-1603.5pp | 40.90%-28.6pp |
| Employer contribution / active EE | $3,616 | $2,264+59.7% | $3,882-6.8% | $2,631+37.4% |
| Participant deferral / active EE | $14,740 | $4,442+231.8% | $6,405+130.2% | $4,212+250.0% |
| Admin fee / account holder | $28,416 | $7,915+259.0% | $9,769+190.9% | $7,344+286.9% |