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 7-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 | $98,319 | $137,414-28.5% | $189,513-48.1% | $85,850+14.5% |
| Participation rate | 84.8% | 84.6%+0.2pp | 87.8%-3.0pp | 69.3%+15.5pp |
| Annual return | 6.91% | 38.14%-31.2pp | 555.15%-548.2pp | 318.53%-311.6pp |
| Employer contribution / active EE | $3,692 | $4,344-15.0% | $6,162-40.1% | $2,565+43.9% |
| Participant deferral / active EE | $6,513 | $6,260+4.0% | $8,221-20.8% | $3,952+64.8% |
| Admin fee / account holder | $618 | $8,630-92.8% | $12,045-94.9% | $6,260-90.1% |