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 4-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 | $209,011 | $214,378-2.5% | $200,582+4.2% | $142,382+46.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.58% | 46.41%-35.8pp | 42.33%-31.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,540 | $6,841-33.6% | $6,419-29.3% | $4,299+5.6% |
| Participant deferral / active EE | $5,750 | $9,865-41.7% | $9,331-38.4% | $6,507-11.6% |
| Admin fee / account holder | $36,472 | $17,692+106.2% | $16,305+123.7% | $12,624+188.9% |