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 | $239,639 | $114,381+109.5% | $107,525+122.9% | $142,382+68.3% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 8.48% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,874 | $4,015-53.3% | $3,754-50.1% | $4,299-56.4% |
| Participant deferral / active EE | $1,884 | $5,564-66.1% | $5,116-63.2% | $6,507-71.0% |
| Admin fee / account holder | $39,058 | $9,860+296.1% | $8,919+337.9% | $12,624+209.4% |