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 | $224,511 | $121,625+84.6% | $104,607+114.6% | $158,922+41.3% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.4pp | 82.0%-9.2pp |
| Annual return | -6.80% | 465.26%-472.1pp | 340.46%-347.3pp | 302.83%-309.6pp |
| Employer contribution / active EE | $2,449 | $3,163-22.6% | $2,681-8.6% | $4,761-48.6% |
| Participant deferral / active EE | $8,128 | $4,177+94.6% | $3,740+117.4% | $5,982+35.9% |
| Admin fee / account holder | $13,204 | $7,787+69.6% | $6,473+104.0% | $11,246+17.4% |