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 | $143,356 | $148,534-3.5% | $135,903+5.5% | $139,434+2.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 4.73% | 79.19%-74.5pp | 68.23%-63.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $4,327 | $5,243-17.5% | $4,856-10.9% | $4,751-8.9% |
| Participant deferral / active EE | $9,383 | $8,100+15.8% | $7,758+20.9% | $6,710+39.8% |
| Admin fee / account holder | $29,766 | $12,400+140.1% | $10,762+176.6% | $11,403+161.0% |