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 9-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 | $122,777 | $102,317+20.0% | $146,958-16.5% | $80,856+51.8% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 8.87% | 134.76%-125.9pp | 418.34%-409.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,003 | $3,713+7.8% | $4,933-18.8% | $2,755+45.3% |
| Participant deferral / active EE | $8,142 | $6,644+22.6% | $8,070+0.9% | $4,296+89.5% |
| Admin fee / account holder | $6,800 | $7,941-14.4% | $12,998-47.7% | $6,918-1.7% |