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 | $138,480 | $98,750+40.2% | $149,696-7.5% | $79,858+73.4% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 4.89% | 27.43%-22.5pp | 276.60%-271.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,184 | $3,216-63.2% | $4,644-74.5% | $2,471-52.1% |
| Participant deferral / active EE | $6,137 | $5,680+8.0% | $6,842-10.3% | $3,740+64.1% |
| Admin fee / account holder | $8,796 | $6,053+45.3% | $9,309-5.5% | $5,306+65.8% |