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 9-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 | $164,547 | $127,777+28.8% | $106,548+54.4% | $167,490-1.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.39% | 33.87%-25.5pp | 26.80%-18.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $2,149 | $3,427-37.3% | $2,819-23.8% | $4,837-55.6% |
| Participant deferral / active EE | $4,811 | $5,087-5.4% | $4,398+9.4% | $6,341-24.1% |
| Admin fee / account holder | $2,161 | $11,228-80.8% | $7,407-70.8% | $12,309-82.4% |