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 | $137,788 | $70,756+94.7% | $65,493+110.4% | $142,382-3.2% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 5.33% | 1754.89%-1749.6pp | 982.45%-977.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $2,140 | $2,881-25.7% | $2,574-16.9% | $4,299-50.2% |
| Participant deferral / active EE | $7,109 | $4,637+53.3% | $3,961+79.5% | $6,507+9.3% |
| Admin fee / account holder | $28,523 | $6,559+334.9% | $5,028+467.3% | $12,624+125.9% |