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 | $146,317 | $176,056-16.9% | $159,436-8.2% | $167,490-12.6% |
| Participation rate | 86.4% | 84.9%+1.4pp | 82.8%+3.5pp | 82.1%+4.3pp |
| Annual return | 9.37% | 331.75%-322.4pp | 263.57%-254.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,001 | $5,297-81.1% | $4,829-79.3% | $4,837-79.3% |
| Participant deferral / active EE | $7,474 | $7,750-3.6% | $7,352+1.7% | $6,341+17.9% |
| Admin fee / account holder | $1,243 | $12,554-90.1% | $10,799-88.5% | $12,309-89.9% |