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 | $115,732 | $65,561+76.5% | $86,188+34.3% | $75,163+54.0% |
| Participation rate | 89.8% | 60.5%+29.3pp | 69.0%+20.8pp | 67.2%+22.6pp |
| Annual return | 9.91% | 46.05%-36.1pp | 1168.45%-1158.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,157 | $3,024+4.4% | $3,985-20.8% | $4,125-23.5% |
| Admin fee / account holder | $51,024 | $5,474+832.1% | $6,852+644.7% | $5,651+802.9% |