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 | $230,645 | $159,602+44.5% | $150,045+53.7% | $142,382+62.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 10.71% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,312 | $4,961-13.1% | $4,693-8.1% | $4,299+0.3% |
| Participant deferral / active EE | $14,998 | $8,310+80.5% | $7,997+87.5% | $6,507+130.5% |
| Admin fee / account holder | $21,031 | $14,846+41.7% | $13,435+56.5% | $12,624+66.6% |