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 | $215,700 | $150,440+43.4% | $136,294+58.3% | $147,584+46.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 7.94% | 1049.08%-1041.1pp | 5155.94%-5148.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $3,007 | $5,256-42.8% | $4,695-36.0% | $4,876-38.3% |
| Participant deferral / active EE | $5,510 | $6,630-16.9% | $6,247-11.8% | $5,439+1.3% |
| Admin fee / account holder | $3,148 | $10,905-71.1% | $9,243-65.9% | $10,885-71.1% |