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 | $74,888+180.0% | $71,209+194.4% | $142,382+47.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 12.80% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,511 | $2,854+58.0% | $2,721+65.8% | $4,299+4.9% |
| Participant deferral / active EE | $10,048 | $4,454+125.6% | $4,175+140.7% | $6,507+54.4% |
| Admin fee / account holder | $4,183 | $5,568-24.9% | $5,349-21.8% | $12,624-66.9% |