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 7-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 | $121,426 | $154,228-21.3% | $145,433-16.5% | $137,256-11.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.19% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,094 | $4,804-56.4% | $4,554-54.0% | $4,156-49.6% |
| Participant deferral / active EE | $5,363 | $8,216-34.7% | $7,897-32.1% | $6,407-16.3% |
| Admin fee / account holder | $1,890 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |