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 8-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 | $187,699 | $90,348+107.8% | $75,972+147.1% | $145,922+28.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.23% | 620.88%-612.7pp | 359.55%-351.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,100 | $3,311-36.6% | $2,685-21.8% | $4,660-54.9% |
| Participant deferral / active EE | $12,535 | $5,162+142.8% | $4,255+194.6% | $6,688+87.4% |
| Admin fee / account holder | $9,923 | $8,467+17.2% | $6,467+53.5% | $13,397-25.9% |