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 | $111,907 | $105,181+6.4% | $159,436-29.8% | $85,850+30.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 7.45% | 45.07%-37.6pp | 263.57%-256.1pp | 318.53%-311.1pp |
| Employer contribution / active EE | $2,448 | $3,318-26.2% | $4,829-49.3% | $2,565-4.6% |
| Participant deferral / active EE | $3,927 | $5,945-33.9% | $7,352-46.6% | $3,952-0.6% |
| Admin fee / account holder | $7,126 | $6,933+2.8% | $10,799-34.0% | $6,260+13.8% |