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 | $107,069 | $53,822+98.9% | $75,696+41.4% | $85,850+24.7% |
| Participation rate | 92.9% | 69.1%+23.8pp | 74.8%+18.0pp | 69.3%+23.5pp |
| Annual return | 9.68% | 24.54%-14.9pp | 104.53%-94.9pp | 318.53%-308.9pp |
| Employer contribution / active EE | $11,991 | $2,017+494.6% | $2,743+337.2% | $2,565+367.5% |
| Participant deferral / active EE | $10,244 | $2,895+253.8% | $3,821+168.1% | $3,952+159.2% |
| Admin fee / account holder | $136,892 | $3,343+3995.1% | $3,619+3682.6% | $6,260+2086.8% |