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 | $121,156 | $183,963-34.1% | $162,163-25.3% | $152,861-20.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 6.38% | 150.76%-144.4pp | 115.59%-109.2pp | 345.32%-338.9pp |
| Employer contribution / active EE | $2,919 | $6,371-54.2% | $5,614-48.0% | $4,762-38.7% |
| Participant deferral / active EE | $9,969 | $8,034+24.1% | $7,298+36.6% | $5,850+70.4% |
| Admin fee / account holder | $33,484 | $13,121+155.2% | $10,843+208.8% | $11,596+188.7% |