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 | $126,337 | $177,572-28.9% | $154,803-18.4% | $142,382-11.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.03% | 65.07%-56.0pp | 58.88%-49.9pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,367 | $4,810-50.8% | $4,305-45.0% | $4,299-44.9% |
| Participant deferral / active EE | $7,435 | $6,272+18.5% | $5,540+34.2% | $6,507+14.3% |
| Admin fee / account holder | $2,519 | $16,786-85.0% | $14,329-82.4% | $12,624-80.0% |