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 | $69,237 | $209,411-66.9% | $178,490-61.2% | $158,922-56.4% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | -1.32% | 188.75%-190.1pp | 151.07%-152.4pp | 302.83%-304.1pp |
| Employer contribution / active EE | $9,220 | $5,706+61.6% | $5,011+84.0% | $4,761+93.6% |
| Participant deferral / active EE | $7,607 | $5,954+27.8% | $5,202+46.2% | $5,982+27.2% |
| Admin fee / account holder | $837 | $17,074-95.1% | $13,984-94.0% | $11,246-92.6% |