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 8-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 | $35,579 | $124,319-71.4% | $111,297-68.0% | $167,490-78.8% |
| Participation rate | 81.3% | 79.6%+1.6pp | 77.3%+3.9pp | 82.1%-0.9pp |
| Annual return | 6.05% | 37.44%-31.4pp | 54.65%-48.6pp | 478.56%-472.5pp |
| Employer contribution / active EE | $2,045 | $3,435-40.5% | $2,731-25.1% | $4,837-57.7% |
| Participant deferral / active EE | $5,514 | $5,180+6.4% | $4,487+22.9% | $6,341-13.0% |
| Admin fee / account holder | $9,666 | $10,618-9.0% | $7,964+21.4% | $12,309-21.5% |