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 | $233,503 | $101,317+130.5% | $146,958+58.9% | $74,495+213.4% |
| Participation rate | 71.6% | 75.5%-4.0pp | 82.2%-10.6pp | 67.2%+4.4pp |
| Annual return | 11.77% | 8730.91%-8719.1pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,068 | $3,810-19.5% | $4,933-37.8% | $2,623+17.0% |
| Participant deferral / active EE | $6,925 | $7,303-5.2% | $8,070-14.2% | $4,346+59.4% |
| Admin fee / account holder | $19,690 | $1,739+1032.4% | $12,998+51.5% | $1,942+914.0% |