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 | $221,040 | $58,927+275.1% | $76,817+187.7% | $72,985+202.9% |
| Participation rate | 88.6% | 67.3%+21.2pp | 72.1%+16.5pp | 69.5%+19.1pp |
| Annual return | 5.24% | 2305.64%-2300.4pp | 1166.11%-1160.9pp | 81.00%-75.8pp |
| Employer contribution / active EE | $2,322 | $1,787+29.9% | $2,302+0.8% | $2,440-4.8% |
| Participant deferral / active EE | $3,830 | $2,690+42.4% | $3,336+14.8% | $3,607+6.2% |
| Admin fee / account holder | $11,829 | $4,013+194.8% | $6,420+84.3% | $5,124+130.8% |