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 | $191,045 | $159,901+19.5% | $146,958+30.0% | $145,922+30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.79% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,474 | $5,286-53.2% | $4,933-49.9% | $4,660-46.9% |
| Participant deferral / active EE | $3,652 | $8,428-56.7% | $8,070-54.7% | $6,688-45.4% |
| Admin fee / account holder | $59,975 | $15,044+298.7% | $12,998+361.4% | $13,397+347.7% |