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 | $49,672 | $96,635-48.6% | $86,612-42.7% | $139,434-64.4% |
| Participation rate | 95.2% | 74.4%+20.8pp | 71.7%+23.5pp | 80.3%+14.9pp |
| Annual return | 5.97% | 106.41%-100.4pp | 591.07%-585.1pp | 372.94%-367.0pp |
| Employer contribution / active EE | $2,019 | $3,263-38.1% | $3,022-33.2% | $4,751-57.5% |
| Participant deferral / active EE | $1,379 | $4,836-71.5% | $4,438-68.9% | $6,710-79.4% |
| Admin fee / account holder | $21,873 | $6,408+241.3% | $5,614+289.6% | $11,403+91.8% |