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 | $226,153 | $137,414+64.6% | $189,513+19.3% | $85,850+163.4% |
| Participation rate | 96.2% | 84.6%+11.6pp | 87.8%+8.4pp | 69.3%+26.9pp |
| Annual return | 4.64% | 38.14%-33.5pp | 555.15%-550.5pp | 318.53%-313.9pp |
| Employer contribution / active EE | $16,187 | $4,344+272.6% | $6,162+162.7% | $2,565+531.1% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,527 | $8,630-70.7% | $12,045-79.0% | $6,260-59.6% |