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 | $233,872 | $117,841+98.5% | $102,423+128.3% | $145,922+60.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 8.51% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,333 | $3,615-35.5% | $3,023-22.8% | $4,660-49.9% |
| Participant deferral / active EE | $7,544 | $5,731+31.6% | $5,053+49.3% | $6,688+12.8% |
| Admin fee / account holder | $20,821 | $13,326+56.2% | $9,451+120.3% | $13,397+55.4% |