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 4-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 | $209,652 | $72,071+190.9% | $68,368+206.7% | $137,256+52.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 12.80% | 353.14%-340.3pp | 292.57%-279.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,511 | $2,788+61.8% | $2,649+70.3% | $4,156+8.5% |
| Participant deferral / active EE | $10,048 | $4,410+127.8% | $4,123+143.7% | $6,407+56.8% |
| Admin fee / account holder | $4,183 | $5,336-21.6% | $5,150-18.8% | $12,270-65.9% |