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 | $201,193 | $172,111+16.9% | $150,298+33.9% | $137,256+46.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.79% | 69.37%-58.6pp | 62.79%-52.0pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,347 | $4,636-71.0% | $4,154-67.6% | $4,156-67.6% |
| Participant deferral / active EE | $6,931 | $6,166+12.4% | $5,453+27.1% | $6,407+8.2% |
| Admin fee / account holder | $3,507 | $16,471-78.7% | $14,116-75.2% | $12,270-71.4% |