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 8-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 | $147,651 | $110,257+33.9% | $96,544+52.9% | $139,434+5.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 2.46% | 26.32%-23.9pp | 25.84%-23.4pp | 372.94%-370.5pp |
| Employer contribution / active EE | $3,075 | $3,620-15.0% | $2,965+3.7% | $4,751-35.3% |
| Participant deferral / active EE | $11,313 | $5,548+103.9% | $4,851+133.2% | $6,710+68.6% |
| Admin fee / account holder | $1,178 | $11,591-89.8% | $8,252-85.7% | $11,403-89.7% |