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 5-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 | $106,654 | $105,126+1.5% | $94,646+12.7% | $139,434-23.5% |
| Participation rate | 84.6% | 82.4%+2.3pp | 80.8%+3.8pp | 80.3%+4.3pp |
| Annual return | 4.73% | 38.03%-33.3pp | 156.71%-152.0pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,449 | $4,106-64.7% | $3,672-60.6% | $4,751-69.5% |
| Participant deferral / active EE | $2,304 | $7,599-69.7% | $7,418-68.9% | $6,710-65.7% |
| Admin fee / account holder | $7,344 | $8,984-18.3% | $7,231+1.6% | $11,403-35.6% |