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 | $138,592 | $179,726-22.9% | $156,263-11.3% | $142,382-2.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 3.73% | 77.86%-74.1pp | 59.47%-55.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $2,788 | $5,069-45.0% | $4,333-35.7% | $4,299-35.2% |
| Participant deferral / active EE | $11,179 | $6,956+60.7% | $6,158+81.5% | $6,507+71.8% |
| Admin fee / account holder | $35,677 | $17,272+106.6% | $14,255+150.3% | $12,624+182.6% |