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 8-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 | $247,429 | $159,901+54.7% | $146,958+68.4% | $145,922+69.6% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 8.69% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $9,578 | $5,286+81.2% | $4,933+94.2% | $4,660+105.5% |
| Participant deferral / active EE | $17,414 | $8,428+106.6% | $8,070+115.8% | $6,688+160.4% |
| Admin fee / account holder | $9,694 | $15,044-35.6% | $12,998-25.4% | $13,397-27.6% |