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 10-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 | $212,825 | $209,411+1.6% | $178,490+19.2% | $158,922+33.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 1.06% | 188.75%-187.7pp | 151.07%-150.0pp | 302.83%-301.8pp |
| Employer contribution / active EE | $1,379 | $5,706-75.8% | $5,011-72.5% | $4,761-71.0% |
| Participant deferral / active EE | $3,287 | $5,954-44.8% | $5,202-36.8% | $5,982-45.0% |
| Admin fee / account holder | $12,633 | $17,074-26.0% | $13,984-9.7% | $11,246+12.3% |