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 | $151,695 | $159,602-5.0% | $150,045+1.1% | $142,382+6.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 9.09% | 70.24%-61.1pp | 62.55%-53.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,715 | $4,961-45.3% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $3,583 | $8,310-56.9% | $7,997-55.2% | $6,507-44.9% |
| Admin fee / account holder | $28,765 | $14,846+93.8% | $13,435+114.1% | $12,624+127.9% |