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 | $244,336 | $74,888+226.3% | $71,209+243.1% | $142,382+71.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.02% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,990 | $2,854-30.3% | $2,721-26.9% | $4,299-53.7% |
| Participant deferral / active EE | $9,092 | $4,454+104.1% | $4,175+117.8% | $6,507+39.7% |
| Admin fee / account holder | $17,229 | $5,568+209.4% | $5,349+222.1% | $12,624+36.5% |