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 7-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 | $103,260 | $183,519-43.7% | $155,509-33.6% | $145,922-29.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.22% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,888 | $5,313-45.6% | $4,672-38.2% | $4,660-38.0% |
| Participant deferral / active EE | $12,335 | $6,462+90.9% | $5,626+119.2% | $6,688+84.4% |
| Admin fee / account holder | $104,807 | $19,313+442.7% | $15,912+558.7% | $13,397+682.3% |