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 | $227,327 | $103,376+119.9% | $87,100+161.0% | $152,861+48.7% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 7.18% | 28.10%-20.9pp | 28.19%-21.0pp | 345.32%-338.1pp |
| Employer contribution / active EE | $2,388 | $3,220-25.8% | $2,521-5.3% | $4,762-49.9% |
| Participant deferral / active EE | $7,671 | $4,778+60.6% | $4,049+89.5% | $5,850+31.1% |
| Admin fee / account holder | $86,515 | $12,205+608.8% | $7,497+1054.0% | $11,596+646.0% |