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 4-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 | $206,041 | $146,267+40.9% | $197,124+4.5% | $82,448+149.9% |
| Participation rate | 98.6% | 84.0%+14.6pp | 86.7%+11.9pp | 68.1%+30.5pp |
| Annual return | 12.53% | 29.61%-17.1pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $4,038 | $4,723-14.5% | $6,227-35.2% | $2,551+58.3% |
| Participant deferral / active EE | $8,210 | $7,035+16.7% | $9,135-10.1% | $4,139+98.4% |
| Admin fee / account holder | $5,234 | $14,422-63.7% | $16,298-67.9% | $7,234-27.7% |