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 | $90,419 | $106,584-15.2% | $101,326-10.8% | $142,382-36.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 11.73% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,823 | $3,956+21.9% | $3,665+31.6% | $4,299+12.2% |
| Participant deferral / active EE | $9,297 | $8,297+12.1% | $7,994+16.3% | $6,507+42.9% |
| Admin fee / account holder | $46,140 | $11,446+303.1% | $11,185+312.5% | $12,624+265.5% |