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 | $201,326 | $74,888+168.8% | $71,209+182.7% | $142,382+41.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 10.26% | 345.14%-334.9pp | 282.51%-272.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $4,308 | $2,854+50.9% | $2,721+58.3% | $4,299+0.2% |
| Participant deferral / active EE | $5,855 | $4,454+31.4% | $4,175+40.2% | $6,507-10.0% |
| Admin fee / account holder | $8,101 | $5,568+45.5% | $5,349+51.5% | $12,624-35.8% |