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 | $191,611 | $117,841+62.6% | $102,423+87.1% | $145,922+31.3% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 7.70% | 31.65%-23.9pp | 29.32%-21.6pp | 561.29%-553.6pp |
| Employer contribution / active EE | $7,418 | $3,615+105.2% | $3,023+145.4% | $4,660+59.2% |
| Participant deferral / active EE | $7,150 | $5,731+24.8% | $5,053+41.5% | $6,688+6.9% |
| Admin fee / account holder | $4,328 | $13,326-67.5% | $9,451-54.2% | $13,397-67.7% |