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 | $123,938 | $177,572-30.2% | $154,803-19.9% | $142,382-13.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 10.82% | 65.07%-54.2pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,043 | $4,810-57.5% | $4,305-52.6% | $4,299-52.5% |
| Participant deferral / active EE | $6,352 | $6,272+1.3% | $5,540+14.6% | $6,507-2.4% |
| Admin fee / account holder | $738 | $16,786-95.6% | $14,329-94.8% | $12,624-94.2% |