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 9-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 | $196,255 | $201,259-2.5% | $184,200+6.5% | $145,959+34.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.66% | 28.98%-21.3pp | 28.80%-21.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $4,240 | $7,018-39.6% | $6,424-34.0% | $4,661-9.0% |
| Participant deferral / active EE | $19,450 | $9,806+98.3% | $9,132+113.0% | $6,689+190.8% |
| Admin fee / account holder | $4,830 | $16,372-70.5% | $13,907-65.3% | $13,398-64.0% |