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 | $222,244 | $165,984+33.9% | $164,813+34.8% | $145,922+52.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 4.36% | 100.03%-95.7pp | 69.93%-65.6pp | 561.29%-556.9pp |
| Employer contribution / active EE | $1,833 | $5,273-65.2% | $4,341-57.8% | $4,660-60.7% |
| Participant deferral / active EE | $5,637 | $6,959-19.0% | $6,031-6.5% | $6,688-15.7% |
| Admin fee / account holder | $6,777 | $16,648-59.3% | $12,690-46.6% | $13,397-49.4% |