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 | $219,338 | $100,852+117.5% | $90,404+142.6% | $158,922+38.0% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 3.63% | 1724.20%-1720.6pp | 1293.02%-1289.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,244 | $3,689-66.3% | $3,262-61.9% | $4,761-73.9% |
| Participant deferral / active EE | $2,855 | $4,348-34.3% | $3,963-28.0% | $5,982-52.3% |
| Admin fee / account holder | $30,474 | $6,501+368.8% | $5,611+443.1% | $11,246+171.0% |