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 | $247,147 | $74,888+230.0% | $71,209+247.1% | $142,382+73.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.94% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,182 | $2,854+81.5% | $2,721+90.4% | $4,299+20.5% |
| Participant deferral / active EE | $12,658 | $4,454+184.2% | $4,175+203.2% | $6,507+94.5% |
| Admin fee / account holder | $10,909 | $5,568+95.9% | $5,349+104.0% | $12,624-13.6% |