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 | $155,144 | $165,984-6.5% | $164,813-5.9% | $145,922+6.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 7.00% | 100.03%-93.0pp | 69.93%-62.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $3,234 | $5,273-38.7% | $4,341-25.5% | $4,660-30.6% |
| Participant deferral / active EE | $5,110 | $6,959-26.6% | $6,031-15.3% | $6,688-23.6% |
| Admin fee / account holder | $46,056 | $16,648+176.6% | $12,690+262.9% | $13,397+243.8% |