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 | $17,291 | $159,602-89.2% | $150,045-88.5% | $142,382-87.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.95% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,687 | $4,961-66.0% | $4,693-64.1% | $4,299-60.8% |
| Participant deferral / active EE | $2,816 | $8,310-66.1% | $7,997-64.8% | $6,507-56.7% |
| Admin fee / account holder | $18,217 | $14,846+22.7% | $13,435+35.6% | $12,624+44.3% |