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 | $136,594 | $197,591-30.9% | $177,821-23.2% | $158,922-14.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 5.41% | 58.76%-53.3pp | 48.32%-42.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,533 | $6,697-62.2% | $5,918-57.2% | $4,761-46.8% |
| Participant deferral / active EE | $8,030 | $8,405-4.5% | $7,714+4.1% | $5,982+34.2% |
| Admin fee / account holder | $24,735 | $15,399+60.6% | $12,427+99.0% | $11,246+119.9% |