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 6-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 | $108,743 | $106,515+2.1% | $96,683+12.5% | $139,434-22.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 5.12% | 38.43%-33.3pp | 35.69%-30.6pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,384 | $4,103-66.3% | $3,737-63.0% | $4,751-70.9% |
| Participant deferral / active EE | $8,642 | $5,454+58.5% | $4,878+77.2% | $6,710+28.8% |
| Admin fee / account holder | $1,073 | $7,877-86.4% | $6,730-84.1% | $11,403-90.6% |