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 | $55,493 | $201,272-72.4% | $184,203-69.9% | $145,922-62.0% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 7.18% | 29.00%-21.8pp | 28.81%-21.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,317 | $7,022-67.0% | $6,427-64.0% | $4,660-50.3% |
| Participant deferral / active EE | $5,661 | $9,806-42.3% | $9,131-38.0% | $6,688-15.4% |
| Admin fee / account holder | $5,005 | $16,364-69.4% | $13,901-64.0% | $13,397-62.6% |