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 6-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 | $205,526 | $94,338+117.9% | $100,534+104.4% | $142,382+44.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 10.15% | 29.20%-19.0pp | 32.66%-22.5pp | 217.08%-206.9pp |
| Employer contribution / active EE | $7,087 | $4,237+67.3% | $4,346+63.0% | $4,299+64.8% |
| Participant deferral / active EE | $3,390 | $5,934-42.9% | $6,144-44.8% | $6,507-47.9% |
| Admin fee / account holder | $2,789 | $8,421-66.9% | $7,654-63.6% | $12,624-77.9% |