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 | $218,093 | $148,978+46.4% | $200,582+8.7% | $84,808+157.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.50% | 28.16%-16.7pp | 42.33%-30.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $7,990 | $4,815+65.9% | $6,419+24.5% | $2,631+203.7% |
| Participant deferral / active EE | $11,784 | $7,142+65.0% | $9,331+26.3% | $4,212+179.8% |
| Admin fee / account holder | $5,930 | $13,977-57.6% | $16,305-63.6% | $7,344-19.3% |