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 | $177,861 | $214,378-17.0% | $200,582-11.3% | $142,382+24.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.14% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,044 | $6,841-55.5% | $6,419-52.6% | $4,299-29.2% |
| Participant deferral / active EE | $6,666 | $9,865-32.4% | $9,331-28.6% | $6,507+2.4% |
| Admin fee / account holder | $6,493 | $17,692-63.3% | $16,305-60.2% | $12,624-48.6% |