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 | $94,429 | $183,519-48.5% | $155,509-39.3% | $145,922-35.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 7.90% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,145 | $5,313-40.8% | $4,672-32.7% | $4,660-32.5% |
| Participant deferral / active EE | $8,706 | $6,462+34.7% | $5,626+54.7% | $6,688+30.2% |
| Admin fee / account holder | $2,773 | $19,313-85.6% | $15,912-82.6% | $13,397-79.3% |