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 | $200,532 | $209,832-4.4% | $189,513+5.8% | $167,490+19.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 4.95% | 748.27%-743.3pp | 555.15%-550.2pp | 478.56%-473.6pp |
| Employer contribution / active EE | $1,639 | $6,914-76.3% | $6,162-73.4% | $4,837-66.1% |
| Participant deferral / active EE | $10,925 | $8,935+22.3% | $8,221+32.9% | $6,341+72.3% |
| Admin fee / account holder | $16,734 | $14,293+17.1% | $12,045+38.9% | $12,309+36.0% |