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 | $88,751+80.2% | $81,812+95.5% | $145,922+9.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 9.46% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,519 | $3,083-50.7% | $2,912-47.8% | $4,660-67.4% |
| Participant deferral / active EE | $3,800 | $4,643-18.2% | $4,319-12.0% | $6,688-43.2% |
| Admin fee / account holder | $6,027 | $8,415-28.4% | $7,386-18.4% | $13,397-55.0% |