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 | $199,110 | $111,724+78.2% | $93,606+112.7% | $145,922+36.4% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.3pp |
| Annual return | 7.00% | 202.98%-196.0pp | 133.20%-126.2pp | 561.29%-554.3pp |
| Employer contribution / active EE | $5,548 | $3,090+79.6% | $2,420+129.3% | $4,660+19.1% |
| Participant deferral / active EE | $6,314 | $4,912+28.5% | $4,411+43.1% | $6,688-5.6% |
| Admin fee / account holder | $5,973 | $10,250-41.7% | $8,285-27.9% | $13,397-55.4% |