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 | $56,482 | $109,982-48.6% | $97,226-41.9% | $145,922-61.3% |
| Participation rate | 73.7% | 75.9%-2.3pp | 72.7%+1.0pp | 80.3%-6.6pp |
| Annual return | 6.49% | 242.90%-236.4pp | 75.13%-68.6pp | 561.29%-554.8pp |
| Employer contribution / active EE | $3,870 | $3,084+25.5% | $2,729+41.8% | $4,660-16.9% |
| Participant deferral / active EE | $7,461 | $4,676+59.6% | $4,264+75.0% | $6,688+11.6% |
| Admin fee / account holder | $29,925 | $6,221+381.1% | $5,654+429.3% | $13,397+123.4% |