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 | $180,745 | $121,625+48.6% | $104,607+72.8% | $158,922+13.7% |
| Participation rate | 93.3% | 77.5%+15.8pp | 74.1%+19.3pp | 82.0%+11.4pp |
| Annual return | -2.50% | 465.26%-467.8pp | 340.46%-343.0pp | 302.83%-305.3pp |
| Employer contribution / active EE | $4,439 | $3,163+40.3% | $2,681+65.6% | $4,761-6.8% |
| Participant deferral / active EE | $5,737 | $4,177+37.3% | $3,740+53.4% | $5,982-4.1% |
| Admin fee / account holder | $8,767 | $7,787+12.6% | $6,473+35.4% | $11,246-22.0% |