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 | $204,046 | $214,378-4.8% | $200,582+1.7% | $142,382+43.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 11.06% | 46.41%-35.3pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $24,157 | $6,841+253.1% | $6,419+276.4% | $4,299+461.9% |
| Participant deferral / active EE | $14,356 | $9,865+45.5% | $9,331+53.8% | $6,507+120.6% |
| Admin fee / account holder | $30,576 | $17,692+72.8% | $16,305+87.5% | $12,624+142.2% |