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 | $205,147 | $183,592+11.7% | $155,567+31.9% | $145,959+40.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.32% | 61.24%-54.9pp | 64.74%-58.4pp | 561.95%-555.6pp |
| Employer contribution / active EE | $2,393 | $5,315-55.0% | $4,674-48.8% | $4,661-48.6% |
| Participant deferral / active EE | $7,224 | $6,464+11.8% | $5,628+28.4% | $6,689+8.0% |
| Admin fee / account holder | $1,742 | $19,318-91.0% | $15,916-89.1% | $13,398-87.0% |