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 8-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 | $88,423 | $177,572-50.2% | $154,803-42.9% | $142,382-37.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 9.57% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $5,647 | $4,810+17.4% | $4,305+31.2% | $4,299+31.3% |
| Participant deferral / active EE | $9,192 | $6,272+46.6% | $5,540+65.9% | $6,507+41.3% |
| Admin fee / account holder | $31,841 | $16,786+89.7% | $14,329+122.2% | $12,624+152.2% |