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 | $225,596 | $117,841+91.4% | $102,423+120.3% | $145,922+54.6% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 6.59% | 31.65%-25.1pp | 29.32%-22.7pp | 561.29%-554.7pp |
| Employer contribution / active EE | $2,194 | $3,615-39.3% | $3,023-27.4% | $4,660-52.9% |
| Participant deferral / active EE | $2,610 | $5,731-54.5% | $5,053-48.3% | $6,688-61.0% |
| Admin fee / account holder | $7,215 | $13,326-45.9% | $9,451-23.7% | $13,397-46.1% |