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 | $73,055 | $172,111-57.6% | $150,298-51.4% | $137,256-46.8% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 8.57% | 69.37%-60.8pp | 62.79%-54.2pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,303 | $4,636-71.9% | $4,154-68.6% | $4,156-68.7% |
| Participant deferral / active EE | $3,962 | $6,166-35.7% | $5,453-27.3% | $6,407-38.2% |
| Admin fee / account holder | $145,614 | $16,471+784.1% | $14,116+931.6% | $12,270+1086.7% |