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 | $108,497 | $177,572-38.9% | $154,803-29.9% | $142,382-23.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 8.57% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $6,597 | $4,810+37.1% | $4,305+53.2% | $4,299+53.5% |
| Participant deferral / active EE | $5,673 | $6,272-9.5% | $5,540+2.4% | $6,507-12.8% |
| Admin fee / account holder | $636 | $16,786-96.2% | $14,329-95.6% | $12,624-95.0% |