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 4-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 | $123,727 | $83,902+47.5% | $167,512-26.1% | $84,808+45.9% |
| Participation rate | 93.9% | 66.5%+27.5pp | 77.1%+16.9pp | 68.3%+25.6pp |
| Annual return | 12.35% | 91.55%-79.2pp | 1615.79%-1603.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $4,427 | $2,264+95.6% | $3,882+14.1% | $2,631+68.3% |
| Participant deferral / active EE | $3,919 | $4,442-11.8% | $6,405-38.8% | $4,212-6.9% |
| Admin fee / account holder | $21,552 | $7,915+172.3% | $9,769+120.6% | $7,344+193.5% |