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 9-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 | $207,013 | $175,202+18.2% | $149,673+38.3% | $139,434+48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.28% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,719 | $5,474-68.6% | $4,818-64.3% | $4,751-63.8% |
| Participant deferral / active EE | $2,194 | $6,519-66.3% | $5,680-61.4% | $6,710-67.3% |
| Admin fee / account holder | $7,713 | $16,150-52.2% | $13,210-41.6% | $11,403-32.4% |