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 | $111,072 | $74,888+48.3% | $71,209+56.0% | $142,382-22.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 7.93% | 345.14%-337.2pp | 282.51%-274.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,082 | $2,854-27.1% | $2,721-23.5% | $4,299-51.6% |
| Participant deferral / active EE | $5,377 | $4,454+20.7% | $4,175+28.8% | $6,507-17.4% |
| Admin fee / account holder | $119,557 | $5,568+2047.1% | $5,349+2135.2% | $12,624+847.1% |