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 | $84,593 | $70,587+19.8% | $124,672-32.1% | $85,850-1.5% |
| Participation rate | 70.0% | 64.4%+5.6pp | 74.6%-4.6pp | 69.3%+0.7pp |
| Annual return | 10.26% | 20688.83%-20678.6pp | 5142.93%-5132.7pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,276 | $1,913+19.0% | $3,324-31.5% | $2,565-11.3% |
| Participant deferral / active EE | $5,296 | $2,969+78.4% | $4,614+14.8% | $3,952+34.0% |
| Admin fee / account holder | $14,303 | $5,282+170.8% | $7,493+90.9% | $6,260+128.5% |