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 9-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 | $136,688 | $57,281+138.6% | $86,612+57.8% | $75,163+81.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.23% | 2670.75%-2659.5pp | 591.07%-579.8pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,035 | $2,314+31.1% | $3,022+0.4% | $2,670+13.7% |
| Participant deferral / active EE | $3,830 | $3,318+15.4% | $4,438-13.7% | $4,125-7.2% |
| Admin fee / account holder | $5,354 | $4,112+30.2% | $5,614-4.6% | $5,651-5.3% |