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 | $101,973 | $93,373+9.2% | $152,466-33.1% | $85,850+18.8% |
| Participation rate | 77.1% | 70.1%+7.1pp | 78.2%-1.1pp | 69.3%+7.8pp |
| Annual return | 8.30% | 21.84%-13.5pp | 757.33%-749.0pp | 318.53%-310.2pp |
| Employer contribution / active EE | $883 | $2,996-70.5% | $4,327-79.6% | $2,565-65.6% |
| Participant deferral / active EE | $2,940 | $4,550-35.4% | $5,820-49.5% | $3,952-25.6% |
| Admin fee / account holder | $2,477 | $13,853-82.1% | $15,805-84.3% | $6,260-60.4% |