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 | $138,357 | $176,056-21.4% | $159,436-13.2% | $167,490-17.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 2.86% | 331.75%-328.9pp | 263.57%-260.7pp | 478.56%-475.7pp |
| Employer contribution / active EE | $2,970 | $5,297-43.9% | $4,829-38.5% | $4,837-38.6% |
| Participant deferral / active EE | $6,647 | $7,750-14.2% | $7,352-9.6% | $6,341+4.8% |
| Admin fee / account holder | $33,794 | $12,554+169.2% | $10,799+213.0% | $12,309+174.6% |