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 | $94,513 | $93,571+1.0% | $135,903-30.5% | $75,163+25.7% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 10.63% | 30.90%-20.3pp | 68.23%-57.6pp | 160.62%-150.0pp |
| Employer contribution / active EE | $2,570 | $3,537-27.3% | $4,856-47.1% | $2,670-3.7% |
| Participant deferral / active EE | $3,793 | $6,404-40.8% | $7,758-51.1% | $4,125-8.0% |
| Admin fee / account holder | $3,212 | $6,975-54.0% | $10,762-70.2% | $5,651-43.2% |