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 | $241,639 | $102,966+134.7% | $90,281+167.7% | $152,861+58.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.35% | 95.16%-91.8pp | 78.10%-74.7pp | 345.32%-342.0pp |
| Employer contribution / active EE | $4,936 | $3,139+57.3% | $2,854+72.9% | $4,762+3.6% |
| Participant deferral / active EE | $2,604 | $4,281-39.2% | $3,885-33.0% | $5,850-55.5% |
| Admin fee / account holder | $30,744 | $6,171+398.2% | $5,351+474.5% | $11,596+165.1% |