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 | $193,468 | $176,056+9.9% | $159,436+21.3% | $167,490+15.5% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 8.80% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $7,227 | $5,297+36.4% | $4,829+49.6% | $4,837+49.4% |
| Participant deferral / active EE | $7,336 | $7,750-5.3% | $7,352-0.2% | $6,341+15.7% |
| Admin fee / account holder | $42,601 | $12,554+239.3% | $10,799+294.5% | $12,309+246.1% |