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 | $197,018 | $214,378-8.1% | $200,582-1.8% | $142,382+38.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 7.55% | 46.41%-38.9pp | 42.33%-34.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,629 | $6,841-76.2% | $6,419-74.6% | $4,299-62.1% |
| Participant deferral / active EE | $9,632 | $9,865-2.4% | $9,331+3.2% | $6,507+48.0% |
| Admin fee / account holder | $2,332 | $17,692-86.8% | $16,305-85.7% | $12,624-81.5% |