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 10-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 | $137,659 | $96,305+42.9% | $80,569+70.9% | $139,434-1.3% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 5.35% | 1350.08%-1344.7pp | 935.43%-930.1pp | 372.94%-367.6pp |
| Employer contribution / active EE | $4,129 | $3,262+26.6% | $2,723+51.6% | $4,751-13.1% |
| Participant deferral / active EE | $9,479 | $5,232+81.2% | $4,447+113.1% | $6,710+41.3% |
| Admin fee / account holder | $698 | $6,599-89.4% | $5,377-87.0% | $11,403-93.9% |