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 8-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 | $203,667 | $214,378-5.0% | $200,582+1.5% | $142,382+43.0% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 6.28% | 46.41%-40.1pp | 42.33%-36.0pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,143 | $6,841-68.7% | $6,419-66.6% | $4,299-50.2% |
| Participant deferral / active EE | $4,150 | $9,865-57.9% | $9,331-55.5% | $6,507-36.2% |
| Admin fee / account holder | $32,083 | $17,692+81.3% | $16,305+96.8% | $12,624+154.2% |