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 | $173,215 | $183,519-5.6% | $155,509+11.4% | $145,922+18.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.79% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,137 | $5,313-59.8% | $4,672-54.3% | $4,660-54.1% |
| Participant deferral / active EE | $8,134 | $6,462+25.9% | $5,626+44.6% | $6,688+21.6% |
| Admin fee / account holder | $8,390 | $19,313-56.6% | $15,912-47.3% | $13,397-37.4% |