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 | $242,110 | $175,202+38.2% | $149,673+61.8% | $139,434+73.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.84% | 166.71%-157.9pp | 134.42%-125.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $7,477 | $5,474+36.6% | $4,818+55.2% | $4,751+57.4% |
| Participant deferral / active EE | $4,647 | $6,519-28.7% | $5,680-18.2% | $6,710-30.7% |
| Admin fee / account holder | $37,937 | $16,150+134.9% | $13,210+187.2% | $11,403+232.7% |