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 7-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 | $216,907 | $86,286+151.4% | $111,297+94.9% | $85,850+152.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 8.30% | 19.99%-11.7pp | 54.65%-46.3pp | 318.53%-310.2pp |
| Employer contribution / active EE | $2,964 | $2,043+45.1% | $2,731+8.5% | $2,565+15.6% |
| Participant deferral / active EE | $7,413 | $3,641+103.6% | $4,487+65.2% | $3,952+87.6% |
| Admin fee / account holder | $3,331 | $8,188-59.3% | $7,964-58.2% | $6,260-46.8% |