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 | $106,693 | $60,124+77.5% | $90,404+18.0% | $79,858+33.6% |
| Participation rate | 90.2% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.6pp |
| Annual return | 8.41% | 71.94%-63.5pp | 1293.02%-1284.6pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,856 | $2,068-10.2% | $3,262-43.1% | $2,471-24.9% |
| Participant deferral / active EE | $6,181 | $2,938+110.4% | $3,963+56.0% | $3,740+65.3% |
| Admin fee / account holder | $20,582 | $3,976+417.6% | $5,611+266.8% | $5,306+287.9% |