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 8-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 | $159,950 | $88,710+80.3% | $81,783+95.6% | $145,959+9.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 9.46% | 1027.26%-1017.8pp | 775.05%-765.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,519 | $3,083-50.7% | $2,913-47.8% | $4,661-67.4% |
| Participant deferral / active EE | $3,800 | $4,645-18.2% | $4,320-12.0% | $6,689-43.2% |
| Admin fee / account holder | $6,027 | $8,407-28.3% | $7,380-18.3% | $13,398-55.0% |