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 5-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 | $247,921 | $88,710+179.5% | $81,783+203.1% | $145,959+69.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.32% | 1027.26%-1020.9pp | 775.05%-768.7pp | 561.95%-555.6pp |
| Employer contribution / active EE | $13,485 | $3,083+337.4% | $2,913+363.0% | $4,661+189.3% |
| Participant deferral / active EE | $15,325 | $4,645+229.9% | $4,320+254.7% | $6,689+129.1% |
| Admin fee / account holder | $1,183 | $8,407-85.9% | $7,380-84.0% | $13,398-91.2% |