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 | $209,203 | $88,083+137.5% | $164,813+26.9% | $74,495+180.8% |
| Participation rate | 97.1% | 73.0%+24.0pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 9.82% | 17.26%-7.4pp | 69.93%-60.1pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $12,320 | $2,593+375.1% | $4,341+183.8% | $2,623+369.7% |
| Participant deferral / active EE | $5,884 | $4,498+30.8% | $6,031-2.5% | $4,346+35.4% |
| Admin fee / account holder | $7,553 | $2,234+238.2% | $12,690-40.5% | $1,942+289.0% |