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 | $106,080 | $86,891+22.1% | $142,449-25.5% | $75,163+41.1% |
| Participation rate | 71.1% | 68.5%+2.5pp | 76.8%-5.7pp | 67.2%+3.9pp |
| Annual return | 9.46% | 23.31%-13.8pp | 19.99%-10.5pp | 160.62%-151.2pp |
| Employer contribution / active EE | $2,530 | $3,355-24.6% | $4,847-47.8% | $2,670-5.2% |
| Participant deferral / active EE | $4,101 | $4,938-17.0% | $6,283-34.7% | $4,125-0.6% |
| Admin fee / account holder | $7,622 | $7,299+4.4% | $10,011-23.9% | $5,651+34.9% |