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 | $208,609 | $80,812+158.1% | $160,784+29.7% | $82,448+153.0% |
| Participation rate | 70.0% | 66.2%+3.8pp | 77.0%-7.0pp | 68.1%+1.9pp |
| Annual return | 12.70% | 100.59%-87.9pp | 1803.92%-1791.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $437 | $2,174-79.9% | $3,733-88.3% | $2,551-82.9% |
| Participant deferral / active EE | $6,605 | $4,335+52.3% | $6,293+5.0% | $4,139+59.6% |
| Admin fee / account holder | $2,437 | $7,695-68.3% | $9,717-74.9% | $7,234-66.3% |