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 8-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 | $152,000 | $88,751+71.3% | $81,812+85.8% | $145,922+4.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 8.33% | 1025.40%-1017.1pp | 773.79%-765.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,276 | $3,083+6.3% | $2,912+12.5% | $4,660-29.7% |
| Participant deferral / active EE | $11,851 | $4,643+155.2% | $4,319+174.4% | $6,688+77.2% |
| Admin fee / account holder | $23,084 | $8,415+174.3% | $7,386+212.5% | $13,397+72.3% |