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 6-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 | $75,249 | $117,841-36.1% | $102,423-26.5% | $145,922-48.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.58% | 31.65%-24.1pp | 29.32%-21.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,399 | $3,615-33.6% | $3,023-20.7% | $4,660-48.5% |
| Participant deferral / active EE | $6,936 | $5,731+21.0% | $5,053+37.3% | $6,688+3.7% |
| Admin fee / account holder | $796 | $13,326-94.0% | $9,451-91.6% | $13,397-94.1% |