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 8-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 | $160,721 | $74,888+114.6% | $71,209+125.7% | $142,382+12.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 12.75% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,388 | $2,854+18.7% | $2,721+24.5% | $4,299-21.2% |
| Participant deferral / active EE | $8,425 | $4,454+89.1% | $4,175+101.8% | $6,507+29.5% |
| Admin fee / account holder | $1,359 | $5,568-75.6% | $5,349-74.6% | $12,624-89.2% |