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 10-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 | $208,214 | $214,378-2.9% | $200,582+3.8% | $142,382+46.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 11.67% | 46.41%-34.7pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,602 | $6,841-32.7% | $6,419-28.3% | $4,299+7.0% |
| Participant deferral / active EE | $12,163 | $9,865+23.3% | $9,331+30.3% | $6,507+86.9% |
| Admin fee / account holder | $10,843 | $17,692-38.7% | $16,305-33.5% | $12,624-14.1% |