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 | $206,484 | $109,817+88.0% | $98,442+109.8% | $167,490+23.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 8.01% | 1956.69%-1948.7pp | 1492.73%-1484.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $4,409 | $3,224+36.8% | $2,960+49.0% | $4,837-8.9% |
| Participant deferral / active EE | $4,174 | $4,673-10.7% | $4,276-2.4% | $6,341-34.2% |
| Admin fee / account holder | $130,434 | $6,753+1831.6% | $5,949+2092.4% | $12,309+959.7% |