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 | $126,503 | $111,754+13.2% | $103,333+22.4% | $145,922-13.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 3.67% | 24.77%-21.1pp | 24.88%-21.2pp | 561.29%-557.6pp |
| Employer contribution / active EE | $1,679 | $4,212-60.1% | $3,868-56.6% | $4,660-64.0% |
| Participant deferral / active EE | $9,337 | $5,619+66.2% | $5,057+84.6% | $6,688+39.6% |
| Admin fee / account holder | $1,278 | $9,750-86.9% | $8,355-84.7% | $13,397-90.5% |