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 | $128,210 | $88,083+45.6% | $164,813-22.2% | $74,495+72.1% |
| Participation rate | 83.7% | 73.0%+10.7pp | 78.6%+5.1pp | 67.2%+16.5pp |
| Annual return | 6.09% | 17.26%-11.2pp | 69.93%-63.8pp | 1364.94%-1358.9pp |
| Employer contribution / active EE | $9,678 | $2,593+273.2% | $4,341+122.9% | $2,623+269.0% |
| Participant deferral / active EE | $2,435 | $4,498-45.9% | $6,031-59.6% | $4,346-44.0% |
| Admin fee / account holder | $5,357 | $2,234+139.8% | $12,690-57.8% | $1,942+175.9% |