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 6-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 | $238,245 | $209,411+13.8% | $178,490+33.5% | $158,922+49.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 1.64% | 188.75%-187.1pp | 151.07%-149.4pp | 302.83%-301.2pp |
| Employer contribution / active EE | $1,545 | $5,706-72.9% | $5,011-69.2% | $4,761-67.5% |
| Participant deferral / active EE | $5,428 | $5,954-8.8% | $5,202+4.3% | $5,982-9.3% |
| Admin fee / account holder | $2,060 | $17,074-87.9% | $13,984-85.3% | $11,246-81.7% |