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 9-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 | $148,631 | $111,814+32.9% | $103,374+43.8% | $145,959+1.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.02% | 24.77%-17.8pp | 24.89%-17.9pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,465 | $4,214-17.8% | $3,869-10.5% | $4,661-25.7% |
| Participant deferral / active EE | $8,403 | $5,618+49.6% | $5,058+66.1% | $6,689+25.6% |
| Admin fee / account holder | $17,868 | $9,754+83.2% | $8,394+112.9% | $13,398+33.4% |