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 5-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 | $78,930 | $77,145+2.3% | $108,410-27.2% | $85,850-8.1% |
| Participation rate | 72.0% | 74.7%-2.7pp | 80.1%-8.1pp | 69.3%+2.7pp |
| Annual return | 9.35% | 44.54%-35.2pp | 905.27%-895.9pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,623 | $2,379-31.8% | $3,558-54.4% | $2,565-36.7% |
| Participant deferral / active EE | $7,920 | $5,566+42.3% | $6,563+20.7% | $3,952+100.4% |
| Admin fee / account holder | $7,416 | $5,172+43.4% | $7,295+1.7% | $6,260+18.5% |