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 | $83,048 | $210,698-60.6% | $178,014-53.3% | $145,959-43.1% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 3.90% | 386.27%-382.4pp | 294.80%-290.9pp | 561.95%-558.1pp |
| Employer contribution / active EE | $6,631 | $4,567+45.2% | $3,950+67.9% | $4,661+42.3% |
| Participant deferral / active EE | $7,326 | $6,958+5.3% | $6,276+16.7% | $6,689+9.5% |
| Admin fee / account holder | $782 | $12,016-93.5% | $10,362-92.5% | $13,398-94.2% |