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 7-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 | $219,956 | $70,606+211.5% | $53,898+308.1% | $142,382+54.5% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 6.96% | 619.81%-612.8pp | 528.60%-521.6pp | 217.08%-210.1pp |
| Employer contribution / active EE | $6,589 | $1,202+448.1% | $932+606.9% | $4,299+53.3% |
| Participant deferral / active EE | $6,444 | $2,364+172.6% | $1,826+252.9% | $6,507-1.0% |
| Admin fee / account holder | $339 | $2,852-88.1% | $2,491-86.4% | $12,624-97.3% |