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 | $159,920 | $197,591-19.1% | $177,821-10.1% | $158,922+0.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 0.84% | 58.76%-57.9pp | 48.32%-47.5pp | 302.83%-302.0pp |
| Employer contribution / active EE | $2,448 | $6,697-63.4% | $5,918-58.6% | $4,761-48.6% |
| Participant deferral / active EE | $3,171 | $8,405-62.3% | $7,714-58.9% | $5,982-47.0% |
| Admin fee / account holder | $49,819 | $15,399+223.5% | $12,427+300.9% | $11,246+343.0% |