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 | $232,860 | $105,998+119.7% | $92,233+152.5% | $147,584+57.8% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 7.73% | 50.05%-42.3pp | 176.28%-168.6pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,300 | $4,333-46.9% | $3,679-37.5% | $4,876-52.8% |
| Participant deferral / active EE | $5,791 | $4,478+29.3% | $3,897+48.6% | $5,439+6.5% |
| Admin fee / account holder | $160,606 | $6,332+2436.3% | $5,194+2992.4% | $10,885+1375.4% |