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 | $173,548 | $179,726-3.4% | $156,263+11.1% | $142,382+21.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 8.87% | 77.86%-69.0pp | 59.47%-50.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,930 | $5,069-61.9% | $4,333-55.5% | $4,299-55.1% |
| Participant deferral / active EE | $3,317 | $6,956-52.3% | $6,158-46.1% | $6,507-49.0% |
| Admin fee / account holder | $12,121 | $17,272-29.8% | $14,255-15.0% | $12,624-4.0% |