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 | $124,372 | $201,272-38.2% | $184,203-32.5% | $145,922-14.8% |
| Participation rate | 92.9% | 87.5%+5.4pp | 86.8%+6.0pp | 80.3%+12.6pp |
| Annual return | 7.34% | 29.00%-21.7pp | 28.81%-21.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $14,294 | $7,022+103.6% | $6,427+122.4% | $4,660+206.8% |
| Participant deferral / active EE | $9,044 | $9,806-7.8% | $9,131-1.0% | $6,688+35.2% |
| Admin fee / account holder | $6,528 | $16,364-60.1% | $13,901-53.0% | $13,397-51.3% |