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 | $184,873 | $181,894+1.6% | $156,549+18.1% | $273,961-32.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.11% | 30.74%-30.6pp | 32.23%-32.1pp | 41.45%-41.3pp |
| Employer contribution / active EE | $4,375 | $6,248-30.0% | $5,501-20.5% | $4,869-10.1% |
| Participant deferral / active EE | $6,421 | $5,550+15.7% | $4,871+31.8% | $5,287+21.4% |
| Admin fee / account holder | $1,316 | $15,559-91.5% | $13,027-89.9% | $10,132-87.0% |