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 | $151,461 | $148,534+2.0% | $135,903+11.4% | $139,434+8.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 10.43% | 79.19%-68.8pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,487 | $5,243-52.6% | $4,856-48.8% | $4,751-47.7% |
| Participant deferral / active EE | $6,111 | $8,100-24.6% | $7,758-21.2% | $6,710-8.9% |
| Admin fee / account holder | $519 | $12,400-95.8% | $10,762-95.2% | $11,403-95.4% |