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 6-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 | $122,781 | $124,281-1.2% | $109,143+12.5% | $167,490-26.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 9.50% | 26.04%-16.5pp | 25.75%-16.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,448 | $4,207-65.6% | $3,722-61.1% | $4,837-70.1% |
| Participant deferral / active EE | $2,263 | $5,255-56.9% | $4,653-51.4% | $6,341-64.3% |
| Admin fee / account holder | $14,970 | $7,970+87.8% | $6,752+121.7% | $12,309+21.6% |