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 | $183,333 | $86,286+112.5% | $111,297+64.7% | $85,850+113.6% |
| Participation rate | 89.7% | 73.3%+16.4pp | 77.3%+12.4pp | 69.3%+20.4pp |
| Annual return | 10.37% | 19.99%-9.6pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,955 | $2,043-4.3% | $2,731-28.4% | $2,565-23.8% |
| Participant deferral / active EE | $3,834 | $3,641+5.3% | $4,487-14.6% | $3,952-3.0% |
| Admin fee / account holder | $36,777 | $8,188+349.2% | $7,964+361.8% | $6,260+487.5% |