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 | $65,543 | $53,516+22.5% | $126,539-48.2% | $84,808-22.7% |
| Participation rate | 89.0% | 58.2%+30.8pp | 69.8%+19.2pp | 68.3%+20.7pp |
| Annual return | 12.47% | 58.34%-45.9pp | 425.95%-413.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,341 | $1,535+52.5% | $3,674-36.3% | $2,631-11.0% |
| Participant deferral / active EE | $4,727 | $2,671+77.0% | $4,083+15.8% | $4,212+12.2% |
| Admin fee / account holder | $14,401 | $4,497+220.3% | $6,065+137.5% | $7,344+96.1% |