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 | $92,429 | $84,233+9.7% | $170,442-45.8% | $70,131+31.8% |
| Participation rate | 98.4% | 70.8%+27.6pp | 83.6%+14.8pp | 69.5%+28.9pp |
| Annual return | 9.97% | 23.06%-13.1pp | 205.93%-196.0pp | 73.14%-63.2pp |
| Employer contribution / active EE | $641 | $3,387-81.1% | $5,433-88.2% | $2,342-72.6% |
| Participant deferral / active EE | $7,176 | $3,086+132.6% | $4,939+45.3% | $3,332+115.4% |
| Admin fee / account holder | $1,498 | $5,698-73.7% | $13,880-89.2% | $4,645-67.7% |