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 | $109,822 | $106,515+3.1% | $96,683+13.6% | $139,434-21.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 7.42% | 38.43%-31.0pp | 35.69%-28.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $12,753 | $4,103+210.8% | $3,737+241.3% | $4,751+168.4% |
| Participant deferral / active EE | $1,700 | $5,454-68.8% | $4,878-65.2% | $6,710-74.7% |
| Admin fee / account holder | $11,866 | $7,877+50.6% | $6,730+76.3% | $11,403+4.1% |