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 | $129,057 | $85,202+51.5% | $172,739-25.3% | $72,985+76.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.16% | 27.32%-13.2pp | 802.84%-788.7pp | 81.00%-66.8pp |
| Employer contribution / active EE | $5,304 | $3,324+59.5% | $5,143+3.1% | $2,440+117.4% |
| Participant deferral / active EE | $3,653 | $3,260+12.1% | $5,198-29.7% | $3,607+1.3% |
| Admin fee / account holder | $1,066 | $5,884-81.9% | $13,954-92.4% | $5,124-79.2% |