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 | $212,222 | $105,998+100.2% | $92,233+130.1% | $147,584+43.8% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 5.93% | 50.05%-44.1pp | 176.28%-170.3pp | 578.55%-572.6pp |
| Employer contribution / active EE | $3,199 | $4,333-26.2% | $3,679-13.1% | $4,876-34.4% |
| Participant deferral / active EE | $9,334 | $4,478+108.4% | $3,897+139.5% | $5,439+71.6% |
| Admin fee / account holder | $1,730 | $6,332-72.7% | $5,194-66.7% | $10,885-84.1% |