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 | $214,378-6.7% | $200,582-0.3% | $142,382+40.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 5.74% | 46.41%-40.7pp | 42.33%-36.6pp | 217.08%-211.3pp |
| Employer contribution / active EE | $7,729 | $6,841+13.0% | $6,419+20.4% | $4,299+79.8% |
| Participant deferral / active EE | $17,594 | $9,865+78.4% | $9,331+88.5% | $6,507+170.4% |
| Admin fee / account holder | $1,619 | $17,692-90.8% | $16,305-90.1% | $12,624-87.2% |