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 | $172,111-28.0% | $150,298-17.5% | $137,256-9.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 10.82% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,043 | $4,636-55.9% | $4,154-50.8% | $4,156-50.8% |
| Participant deferral / active EE | $6,352 | $6,166+3.0% | $5,453+16.5% | $6,407-0.9% |
| Admin fee / account holder | $738 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |