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 | $93,507 | $198,466-52.9% | $170,442-45.1% | $147,584-36.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 4.17% | 257.29%-253.1pp | 205.93%-201.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $4,082 | $6,184-34.0% | $5,433-24.9% | $4,876-16.3% |
| Participant deferral / active EE | $2,270 | $5,629-59.7% | $4,939-54.0% | $5,439-58.3% |
| Admin fee / account holder | $3,589 | $16,852-78.7% | $13,880-74.1% | $10,885-67.0% |