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 | $80,321 | $57,281+40.2% | $86,612-7.3% | $75,163+6.9% |
| Participation rate | 91.2% | 63.2%+28.0pp | 71.7%+19.5pp | 67.2%+24.0pp |
| Annual return | 11.07% | 2670.75%-2659.7pp | 591.07%-580.0pp | 160.62%-149.5pp |
| Employer contribution / active EE | $4,112 | $2,314+77.7% | $3,022+36.0% | $2,670+54.0% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,413 | $4,112+104.6% | $5,614+49.9% | $5,651+48.9% |