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 3-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 | $203,263 | $159,934+27.1% | $147,005+38.3% | $145,959+39.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 7.93% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $10,882 | $5,287+105.8% | $4,934+120.5% | $4,661+133.5% |
| Participant deferral / active EE | $7,569 | $8,427-10.2% | $8,070-6.2% | $6,689+13.2% |
| Admin fee / account holder | $5,351 | $15,053-64.5% | $13,006-58.9% | $13,398-60.1% |