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 | $146,864 | $214,378-31.5% | $200,582-26.8% | $142,382+3.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 10.64% | 46.41%-35.8pp | 42.33%-31.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,142 | $6,841-39.5% | $6,419-35.5% | $4,299-3.7% |
| Participant deferral / active EE | $8,014 | $9,865-18.8% | $9,331-14.1% | $6,507+23.2% |
| Admin fee / account holder | $4,700 | $17,692-73.4% | $16,305-71.2% | $12,624-62.8% |