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 | $242,528 | $102,604+136.4% | $86,188+181.4% | $139,434+73.9% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.0%+26.7pp | 80.3%+15.3pp |
| Annual return | 8.42% | 1922.51%-1914.1pp | 1168.45%-1160.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $7,895 | $3,032+160.4% | $2,380+231.7% | $4,751+66.2% |
| Participant deferral / active EE | $9,777 | $4,676+109.1% | $3,985+145.3% | $6,710+45.7% |
| Admin fee / account holder | $6,200 | $8,657-28.4% | $6,852-9.5% | $11,403-45.6% |