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 | $170,217 | $89,753+89.7% | $107,525+58.3% | $84,808+100.7% |
| Participation rate | 85.9% | 68.1%+17.8pp | 75.1%+10.8pp | 68.3%+17.6pp |
| Annual return | 5.51% | 29.48%-24.0pp | 181.32%-175.8pp | 40.90%-35.4pp |
| Employer contribution / active EE | $1,215 | $3,113-61.0% | $3,754-67.6% | $2,631-53.8% |
| Participant deferral / active EE | $4,208 | $4,056+3.7% | $5,116-17.7% | $4,212-0.1% |
| Admin fee / account holder | $5,280 | $7,222-26.9% | $8,919-40.8% | $7,344-28.1% |