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 | $143,590 | $157,256-8.7% | $141,162+1.7% | $152,861-6.1% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 13.12% | 64.32%-51.2pp | 71.39%-58.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $1,358 | $5,261-74.2% | $4,735-71.3% | $4,762-71.5% |
| Participant deferral / active EE | $7,255 | $7,109+2.0% | $6,709+8.1% | $5,850+24.0% |
| Admin fee / account holder | $2,830 | $12,120-76.7% | $10,261-72.4% | $11,596-75.6% |