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 6-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 | $192,474 | $159,602+20.6% | $150,045+28.3% | $142,382+35.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.90% | 70.24%-58.3pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $3,427 | $4,961-30.9% | $4,693-27.0% | $4,299-20.3% |
| Participant deferral / active EE | $5,427 | $8,310-34.7% | $7,997-32.1% | $6,507-16.6% |
| Admin fee / account holder | $17,853 | $14,846+20.3% | $13,435+32.9% | $12,624+41.4% |