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 | $131,867 | $99,985+31.9% | $146,665-10.1% | $85,850+53.6% |
| Participation rate | 77.8% | 73.1%+4.7pp | 80.1%-2.3pp | 69.3%+8.5pp |
| Annual return | 8.98% | 18.93%-9.9pp | 22.74%-13.8pp | 318.53%-309.5pp |
| Employer contribution / active EE | $3,050 | $2,559+19.2% | $4,136-26.3% | $2,565+18.9% |
| Participant deferral / active EE | $7,112 | $4,006+77.5% | $5,506+29.2% | $3,952+80.0% |
| Admin fee / account holder | $8,925 | $7,702+15.9% | $10,280-13.2% | $6,260+42.6% |