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 | $107,004 | $214,378-50.1% | $200,582-46.7% | $142,382-24.8% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 9.81% | 46.41%-36.6pp | 42.33%-32.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,305 | $6,841-51.7% | $6,419-48.5% | $4,299-23.1% |
| Participant deferral / active EE | $10,952 | $9,865+11.0% | $9,331+17.4% | $6,507+68.3% |
| Admin fee / account holder | $3,315 | $17,692-81.3% | $16,305-79.7% | $12,624-73.7% |