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 | $46,709 | $198,466-76.5% | $170,442-72.6% | $147,584-68.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 3.08% | 257.29%-254.2pp | 205.93%-202.8pp | 578.55%-575.5pp |
| Employer contribution / active EE | $2,460 | $6,184-60.2% | $5,433-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $3,809 | $5,629-32.3% | $4,939-22.9% | $5,439-30.0% |
| Admin fee / account holder | $997 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |