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 | $240,608 | $104,486+130.3% | $76,817+213.2% | $152,861+57.4% |
| Participation rate | 73.3% | 76.6%-3.3pp | 72.1%+1.3pp | 82.4%-9.1pp |
| Annual return | 3.00% | 1013.37%-1010.4pp | 1166.11%-1163.1pp | 345.32%-342.3pp |
| Employer contribution / active EE | $16,613 | $3,116+433.2% | $2,302+621.7% | $4,762+248.8% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9,704 | $12,275-20.9% | $6,420+51.2% | $11,596-16.3% |