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 | $220,249 | $74,888+194.1% | $71,209+209.3% | $142,382+54.7% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.1%+6.8pp |
| Annual return | 4.90% | 345.14%-340.2pp | 282.51%-277.6pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,048 | $2,854+6.8% | $2,721+12.0% | $4,299-29.1% |
| Participant deferral / active EE | $7,661 | $4,454+72.0% | $4,175+83.5% | $6,507+17.7% |
| Admin fee / account holder | $196,585 | $5,568+3430.4% | $5,349+3575.3% | $12,624+1457.3% |