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 4-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 | $199,920 | $209,336-4.5% | $197,124+1.4% | $137,256+45.7% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 5.74% | 48.09%-42.3pp | 44.34%-38.6pp | 220.34%-214.6pp |
| Employer contribution / active EE | $7,729 | $6,591+17.3% | $6,227+24.1% | $4,156+86.0% |
| Participant deferral / active EE | $17,594 | $9,614+83.0% | $9,135+92.6% | $6,407+174.6% |
| Admin fee / account holder | $1,619 | $17,308-90.6% | $16,298-90.1% | $12,270-86.8% |