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 | $103,245 | $172,111-40.0% | $150,298-31.3% | $137,256-24.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 2.06% | 69.37%-67.3pp | 62.79%-60.7pp | 220.34%-218.3pp |
| Employer contribution / active EE | $5,887 | $4,636+27.0% | $4,154+41.7% | $4,156+41.6% |
| Participant deferral / active EE | $4,584 | $6,166-25.7% | $5,453-15.9% | $6,407-28.5% |
| Admin fee / account holder | $6,768 | $16,471-58.9% | $14,116-52.1% | $12,270-44.8% |