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 9-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 | $117,556 | $112,096+4.9% | $95,952+22.5% | $158,922-26.0% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 5.16% | 171.09%-165.9pp | 91.61%-86.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $11,057 | $3,198+245.7% | $2,541+335.2% | $4,761+132.2% |
| Participant deferral / active EE | $4,136 | $4,784-13.5% | $4,167-0.7% | $5,982-30.9% |
| Admin fee / account holder | $7,127 | $10,130-29.6% | $6,795+4.9% | $11,246-36.6% |