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 | $129,898 | $57,281+126.8% | $86,612+50.0% | $75,163+72.8% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 10.85% | 2670.75%-2659.9pp | 591.07%-580.2pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,336 | $2,314-42.3% | $3,022-55.8% | $2,670-50.0% |
| Participant deferral / active EE | $8,480 | $3,318+155.6% | $4,438+91.1% | $4,125+105.6% |
| Admin fee / account holder | $23,172 | $4,112+463.5% | $5,614+312.7% | $5,651+310.1% |