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 | $83,035 | $102,317-18.8% | $146,958-43.5% | $80,856+2.7% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 10.70% | 134.76%-124.1pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,777 | $3,713+1.7% | $4,933-23.4% | $2,755+37.1% |
| Participant deferral / active EE | $7,669 | $6,644+15.4% | $8,070-5.0% | $4,296+78.5% |
| Admin fee / account holder | $8,388 | $7,941+5.6% | $12,998-35.5% | $6,918+21.3% |