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 | $107,795 | $74,888+43.9% | $71,209+51.4% | $142,382-24.3% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 12.09% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,685 | $2,854-5.9% | $2,721-1.3% | $4,299-37.5% |
| Participant deferral / active EE | $6,188 | $4,454+38.9% | $4,175+48.2% | $6,507-4.9% |
| Admin fee / account holder | $907 | $5,568-83.7% | $5,349-83.1% | $12,624-92.8% |