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 6-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 | $81,803 | $137,414-40.5% | $189,513-56.8% | $85,850-4.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 7.06% | 38.14%-31.1pp | 555.15%-548.1pp | 318.53%-311.5pp |
| Employer contribution / active EE | $3,564 | $4,344-18.0% | $6,162-42.2% | $2,565+38.9% |
| Participant deferral / active EE | $3,100 | $6,260-50.5% | $8,221-62.3% | $3,952-21.6% |
| Admin fee / account holder | $1,957 | $8,630-77.3% | $12,045-83.8% | $6,260-68.7% |