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 7-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 | $189,354 | $159,901+18.4% | $146,958+28.8% | $145,922+29.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.09% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,527 | $5,286-14.4% | $4,933-8.2% | $4,660-2.9% |
| Participant deferral / active EE | $6,904 | $8,428-18.1% | $8,070-14.4% | $6,688+3.2% |
| Admin fee / account holder | $230,193 | $15,044+1430.2% | $12,998+1671.0% | $13,397+1618.2% |