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 | $127,018 | $61,605+106.2% | $112,229+13.2% | $75,163+69.0% |
| Participation rate | 73.3% | 61.7%+11.7pp | 72.4%+0.9pp | 67.2%+6.1pp |
| Annual return | 8.33% | 28.47%-20.1pp | 30.20%-21.9pp | 160.62%-152.3pp |
| Employer contribution / active EE | $1,937 | $2,015-3.9% | $3,430-43.5% | $2,670-27.4% |
| Participant deferral / active EE | $4,968 | $3,108+59.8% | $4,798+3.5% | $4,125+20.4% |
| Admin fee / account holder | $5,692 | $4,862+17.1% | $7,748-26.5% | $5,651+0.7% |