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 | $206,299 | $183,519+12.4% | $155,509+32.7% | $145,922+41.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 8.51% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,296 | $5,313-75.6% | $4,672-72.3% | $4,660-72.2% |
| Participant deferral / active EE | $3,276 | $6,462-49.3% | $5,626-41.8% | $6,688-51.0% |
| Admin fee / account holder | $7,618 | $19,313-60.6% | $15,912-52.1% | $13,397-43.1% |