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 10-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 | $146,627 | $154,117-4.9% | $129,995+12.8% | $139,434+5.2% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 8.72% | 32.48%-23.8pp | -137.18%+145.9pp | 372.94%-364.2pp |
| Employer contribution / active EE | $3,118 | $5,289-41.0% | $4,320-27.8% | $4,751-34.4% |
| Participant deferral / active EE | $8,053 | $6,710+20.0% | $5,820+38.4% | $6,710+20.0% |
| Admin fee / account holder | $191,822 | $14,007+1269.5% | $10,614+1707.2% | $11,403+1582.3% |