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 3-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 | $242,278 | $159,901+51.5% | $146,958+64.9% | $145,922+66.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.23% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $6,592 | $5,286+24.7% | $4,933+33.6% | $4,660+41.5% |
| Participant deferral / active EE | $4,685 | $8,428-44.4% | $8,070-41.9% | $6,688-29.9% |
| Admin fee / account holder | $245,312 | $15,044+1530.7% | $12,998+1787.3% | $13,397+1731.1% |