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 | $247,558 | $78,705+214.5% | $117,854+110.1% | $70,131+253.0% |
| Participation rate | 81.5% | 73.2%+8.3pp | 79.7%+1.9pp | 69.5%+12.0pp |
| Annual return | 8.91% | 23.30%-14.4pp | 335.08%-326.2pp | 73.14%-64.2pp |
| Employer contribution / active EE | $9,231 | $2,223+315.2% | $3,786+143.8% | $2,342+294.1% |
| Participant deferral / active EE | $6,095 | $3,297+84.8% | $4,482+36.0% | $3,332+82.9% |
| Admin fee / account holder | $33,463 | $5,065+560.6% | $8,020+317.2% | $4,645+620.4% |