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 | $109,943 | $53,516+105.4% | $126,539-13.1% | $84,808+29.6% |
| Participation rate | 93.8% | 58.2%+35.5pp | 69.8%+23.9pp | 68.3%+25.4pp |
| Annual return | 11.94% | 58.34%-46.4pp | 425.95%-414.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,292 | $1,535-15.8% | $3,674-64.8% | $2,631-50.9% |
| Participant deferral / active EE | $7,318 | $2,671+174.0% | $4,083+79.3% | $4,212+73.8% |
| Admin fee / account holder | $40,618 | $4,497+803.3% | $6,065+569.8% | $7,344+453.1% |