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 | $209,340 | $177,572+17.9% | $154,803+35.2% | $142,382+47.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 8.94% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $5,033 | $4,810+4.6% | $4,305+16.9% | $4,299+17.1% |
| Participant deferral / active EE | $6,843 | $6,272+9.1% | $5,540+23.5% | $6,507+5.2% |
| Admin fee / account holder | $2,230 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |