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 | $64,729 | $214,378-69.8% | $200,582-67.7% | $142,382-54.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 9.51% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,922 | $6,841-57.3% | $6,419-54.5% | $4,299-32.0% |
| Participant deferral / active EE | $7,587 | $9,865-23.1% | $9,331-18.7% | $6,507+16.6% |
| Admin fee / account holder | $1,131 | $17,692-93.6% | $16,305-93.1% | $12,624-91.0% |