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 | $97,869 | $102,966-5.0% | $90,281+8.4% | $152,861-36.0% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 5.75% | 95.16%-89.4pp | 78.10%-72.3pp | 345.32%-339.6pp |
| Employer contribution / active EE | $5,581 | $3,139+77.8% | $2,854+95.5% | $4,762+17.2% |
| Participant deferral / active EE | $4,419 | $4,281+3.2% | $3,885+13.7% | $5,850-24.5% |
| Admin fee / account holder | $7,639 | $6,171+23.8% | $5,351+42.7% | $11,596-34.1% |