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 | $230,770 | $107,934+113.8% | $91,989+150.9% | $152,861+51.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 2.45% | 89.24%-86.8pp | 69.02%-66.6pp | 345.32%-342.9pp |
| Employer contribution / active EE | $9,418 | $4,210+123.7% | $3,452+172.8% | $4,762+97.8% |
| Participant deferral / active EE | $12,500 | $6,364+96.4% | $5,923+111.0% | $5,850+113.7% |
| Admin fee / account holder | $24,709 | $10,520+134.9% | $7,743+219.1% | $11,596+113.1% |