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 | $235,514 | $181,894+29.5% | $156,549+50.4% | $273,961-14.0% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | -1.76% | 30.74%-32.5pp | 32.23%-34.0pp | 41.45%-43.2pp |
| Employer contribution / active EE | $1,837 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $3,841 | $5,550-30.8% | $4,871-21.2% | $5,287-27.4% |
| Admin fee / account holder | $2,266 | $15,559-85.4% | $13,027-82.6% | $10,132-77.6% |