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 8-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 | $199,181 | $176,056+13.1% | $159,436+24.9% | $167,490+18.9% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 8.90% | 331.75%-322.8pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $9,040 | $5,297+70.7% | $4,829+87.2% | $4,837+86.9% |
| Participant deferral / active EE | $17,340 | $7,750+123.7% | $7,352+135.9% | $6,341+173.5% |
| Admin fee / account holder | $6,137 | $12,554-51.1% | $10,799-43.2% | $12,309-50.1% |