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 | $242,703 | $210,648+15.2% | $177,989+36.4% | $145,922+66.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.64% | 385.86%-378.2pp | 294.48%-286.8pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,423 | $4,565-46.9% | $3,949-38.6% | $4,660-48.0% |
| Participant deferral / active EE | $10,823 | $6,958+55.6% | $6,276+72.5% | $6,688+61.8% |
| Admin fee / account holder | $1,213 | $12,013-89.9% | $10,363-88.3% | $13,397-90.9% |