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 3-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 | $201,372 | $210,648-4.4% | $177,989+13.1% | $145,922+38.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 5.40% | 385.86%-380.5pp | 294.48%-289.1pp | 561.29%-555.9pp |
| Employer contribution / active EE | $2,496 | $4,565-45.3% | $3,949-36.8% | $4,660-46.4% |
| Participant deferral / active EE | $7,670 | $6,958+10.2% | $6,276+22.2% | $6,688+14.7% |
| Admin fee / account holder | $43,232 | $12,013+259.9% | $10,363+317.2% | $13,397+222.7% |