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 | $137,116 | $109,817+24.9% | $98,442+39.3% | $167,490-18.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 4.29% | 1956.69%-1952.4pp | 1492.73%-1488.4pp | 478.56%-474.3pp |
| Employer contribution / active EE | $4,587 | $3,224+42.3% | $2,960+55.0% | $4,837-5.2% |
| Participant deferral / active EE | $3,335 | $4,673-28.6% | $4,276-22.0% | $6,341-47.4% |
| Admin fee / account holder | $1,380 | $6,753-79.6% | $5,949-76.8% | $12,309-88.8% |